Teams at Apex Group

Performs client KYC and due diligence for new, recurring, and event-driven reviews. Responsibilities include collecting and reviewing documentation, conducting name-list and negative-news screening, preparing risk assessments and KYC files, maintaining application data and KPIs, addressing client queries, applying AML/CFT procedures, and escalating compliance concerns. The role requires fund-industry knowledge, attention to detail, strong communication, organization, and the ability to manage multiple assignments.

Manage client onboarding documentation, process charts, email templates, and RFP content for onboarding and KYC services. Review and customize proposal responses, coordinate with internal subject matter experts, ensure timely completion, and report progress to senior management. The role supports a global financial and fund services business and requires strong communication, organization, analytical ability, discretion, and client-service focus.

Senior Fund Accountant role with Apex Group, a global fund administration and middle office services provider. The position focuses on accounting for closed-ended funds, although the provided description contains no detailed responsibilities or qualifications.