Senior Client Relationship Manager

1 day ago

Sydney, New South Wales, Australia Apex Group Ltd Full time

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

Senior Client Relationship Manager

Location: Sydney

Description

This role will be the main point of contact for all client queries and coordinate internal stakeholders to resolve queries with the highest level of client satisfaction.

Job responsibilities include:

  1. Be the dedicated point of contact and proactively manage client relationships by acting as a trusted advisor and driving resolution of issues.
  2. Participate in incident, problem, change request fulfillment, and advocate for the client in resolutions.
  3. Develop, implement, and monitor key account service level agreements (SLAs) with assigned clients.
  4. Action requests from clients and coordinate internal stakeholders to resolve queries.
  5. Prepare client reports on a monthly or quarterly basis as required.
  6. Assist with onboarding new products for existing and new clients.
  7. Maintain regular contact with clients to identify needs and ensure satisfaction, including face-to-face meetings.
  8. Champion service offerings and capabilities among existing clients.
  9. Lead and mentor junior staff within the CRM team.
  10. Maintain the CRM system (Salesforce) to ensure efficient communication.
  11. Identify and pursue revenue growth opportunities through cross-selling, up-selling, and contract review.
  12. Provide regular updates to internal teams on new or exiting funds.

Skills Required:

  • Bachelor's Degree in Business or Finance-related discipline.
  • 4+ years in a client relationship management role.
  • 5+ years' experience in funds administration, funds management, or a custodian role.
  • At least 8+ years' experience in a corporate environment.
  • Advanced proficiency with Microsoft Office Suite.

What you will get in return:

  • A unique opportunity to be part of a growing global business.
  • Competitive remuneration based on skills and experience.
  • Training and development opportunities.

Additional information:

We are an equal opportunity employer committed to diversity and inclusion. Our hiring decisions are based on skills, qualifications, and experience, without discrimination.

We measure our success not only by our products and market share but also by our positive impact on society and the planet. For more about our CSR initiatives, visit

Personal data provided will be used solely for recruitment purposes and will be handled confidentially, accessible only to relevant Apex stakeholders.

Disclaimer: Unsolicited CVs from recruitment agencies will not be accepted. Apex operates a direct sourcing model and works with exclusive recruitment partners when needed.

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