Client Onboarding Associate

About the role

At Apex Fintech Solutions (Apex) we’re changing how the securities industry operates by reinventing the status quo—manual, slow, and accessible only by the ultra-wealthy—into digitized, democratized systems that give everyone an opportunity to invest. As a Lead Client Delivery Analyst you’ll welcome new clients and set the foundation for their long-term satisfaction and success with our services, serving as the primary point of contact during onboarding, coordinating the end-to-end process, and ensuring clients are fully educated and comfortable with our platform.

Responsibilities

• Serve as the primary point of contact for all new clients during the onboarding phase, communicating regularly to gather documentation, verify information, and address inquiries.
• Manage the end-to-end onboarding process including account setup, data migration, and initial training sessions, ensuring all internal and external milestones are met on time.
• Conduct client training sessions to demonstrate product features and functionalities and provide initial support as clients learn to navigate our systems.
• Obtain and evaluate client feedback to continuously refine and optimize the onboarding process.
• Maintain detailed records of client interactions, completed steps, and areas of concern, ensuring compliance with company protocols.
• Work closely with sales, customer service, and technical teams to ensure client needs are understood and met throughout the onboarding experience.
• Ensure all client onboarding activities comply with regulatory standards and provide reports to management on onboarding outcomes and client satisfaction metrics.

Requirements

• Bachelor’s degree in Business Administration, Communications, or a related field.
• 3+ years of experience in client services, sales support, or a related field, preferably within a technology or services company.

Preferred Qualifications

• Proven ability to manage projects with tight timelines effectively.
• Familiarity with the specific industry or markets the company serves.
• Certification in Customer Service Management, Project Management Professional (PMP), or related fields is advantageous.

Knowledge, Skills, and Abilities

• Communication Skills: Excellent verbal and written communication skills.
• Technology Proficiency: Comfort with customer relationship management (CRM) tools and Microsoft Office Suite.
• Problem-Solving: Strong problem-solving skills with a focus on swift and effective resolutions.
• Detail-Oriented: A keen eye for detail and a meticulous approach to handling client data and documentation.
• Adaptability: Ability to adapt to new technologies and quickly change directions when client needs evolve.
• Interpersonal Skills: Exceptional interpersonal skills with an ability to engage effectively with various personality types and client backgrounds.