Senior Client Relationship Manager

4 weeks 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.

#J-18808-Ljbffr

  • Senior Manager, Client Relationship

    4 days ago

    Sydney, New South Wales, Australia MUFG Corporate Markets Full time $120,000 - $150,000 per year

    A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services,...

  • Senior Manager, Client Relationship

    4 weeks ago

    Sydney, New South Wales, Australia MUFG Pension & Market Services Full time

    OverviewSenior Manager, Client Relationship role at MUFG Pension & Market Services – Sydney CBD (Hybrid – minimum 3 days in office).A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG...

  • Senior Manager, Client Relationship

    4 weeks ago

    Sydney, New South Wales, Australia MUFG Pension & Market Services Full time

    OverviewSenior Manager, Client Relationship role at MUFG Pension & Market Services – Sydney CBD (Hybrid – minimum 3 days in office).A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG...

  • Senior Manager, Client Relationship

    2 days ago

    Sydney, New South Wales, Australia MUFG Full time $120,000 - $180,000 per year

    Location: Sydney CBD (Hybrid – minimum 3 days in office)About the roleWe're looking for an experienced Senior Manager to lead and develop a team of Client Relationship Managers and Senior Client Relationship Managers at MUFG Corporate Markets.In this pivotal role, you'll provide leadership, guidance, and support to your team, managing client escalations,...

  • Senior Client Relationship Manager

    4 weeks ago

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

    OverviewThe 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 global, servicing locally across 112 offices with approximately 13,000 employees. This role is for a Senior Client Relationship Manager based in Sydney.DescriptionThis role will be the main...

  • Senior Client Relationship Manager

    4 weeks ago

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

    OverviewThe 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 global, servicing locally across 112 offices with approximately 13,000 employees. This role is for a Senior Client Relationship Manager based in Sydney.DescriptionThis role will be the main...

  • Senior Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia MinterEllison Full time $120,000 - $180,000 per year

    Location: Sydney, MelbourneContract Type: PermanentMinterEllison is one of Australia's largest independent law and consulting firms. With a heritage of almost 200 years, we are known for our excellence, and our authentic and enduring relationships with our clients, our people and our communities. Clients seek out MinterEllison to help them solve complex...

  • Client Relationship Manager

    4 weeks ago

    Sydney, New South Wales, Australia Vantage Full time

    Vantage Sydney, New South Wales, AustraliaClient Relationship ManagerVantage Sydney, New South Wales, Australia1 week ago Be among the first 25 applicantsJoin our team in Sydney or Melbourne as a Client Relationship Manager.Company DescriptionVantage is a global multi-asset brokerage firm based in Sydney, licensed by the Australian Securities and Investments...

  • Client Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia Aussies Disability Services Pty Ltd Full time

    OverviewAussies Disability Services (ADS) launched in 2022 with the mission to provide comprehensive disability care services, programs, and general support centered on the client and their needs. As a values-based organization, we offer a diverse, inclusive, and supportive work environment. Our services focus on the choices, needs, and goals of individuals...

  • Client Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia Aussies Disability Services Pty Ltd Full time

    OverviewAussies Disability Services (ADS) launched in 2022 with the mission to provide comprehensive disability care services, programs, and general support centered on the client and their needs. As a values-based organization, we offer a diverse, inclusive, and supportive work environment. Our services focus on the choices, needs, and goals of individuals...