Account Specialist

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

This role supports APEX Fund Services’ global Investor Solutions operations from the India Global Service Centre (GSC). The incumbent will partner closely with onshore client teams, product, technology, and internal stakeholders to deliver high‑quality investor services, reporting, governance, and oversight.

Job Specification:

Governance, Oversight & Review

• Perform second‑level review and sign‑off on Client/Investor reporting completed by GSC teams.
• Ensure teams comply with internal controls, Group Policies, Procedures, and Checklists.
• Lead and coordinate training for new joiners and ongoing staff development.
• Work with GSC management to ensure optimal team organization and workflow management.
• Track completion of mandatory online training for team members.
• Promote a risk‑aware, control‑focused work culture.
• Ensure timely recording, investigation, and remediation of Incidents.
• Highlight and remediate control gaps and operational risks.
• Drive productivity improvements, efficiency enhancements, and process standardization.
• Review escalations relating to cash breaks, unusual transactions, or AML‑related activity.
• Ensure all process documentation remains updated and audit‑ready.

Client Service & Engagement

• Ensure seamless and timely service delivery to clients across jurisdictions.

• Act as the initial escalation point for complex Client/Investor queries.

• Maintain strong relationships with CRM, Product, Technology, Sales, and GSC teams.

• Ensure all SLA deliverables are met and exceptions escalated appropriately.

• Review client fund documentation and summarize key details for operational

• Communicate with investors and clients regarding transaction activity when required.

• Oversee processing of fee and expense payments on behalf of client funds.

• Coordinate TA deliverables for annual external audits.

• Manage correspondence with investor auditors and ensure timely responses.

• Attend Client Monthly/Quarterly calls and support in DD meetings or RFPs.

• Liaise with Technology and Product teams to ensure adoption of latest TA tools.

Skills Required:

• 6–10 years relevant experience in Investor Solutions, Investor Services, or Fund Operations.
• Experience managing workflows and leading teams across locations.
• Excellent communication, stakeholder management, and organizational skills.
• Strong understanding of TA functions, operational controls, and AML awareness.
• Ability to work under pressure and manage competing priorities.
• Strong proficiency in MS Office and management reporting skills.
• Ability to mentor, coach, and develop junior team member.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.