Senior Client Relationship Manager

4 weeks ago

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

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

Description

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

Responsibilities
  • Be the dedicated point of contact and proactively manage client relationships as a trusted advisor, driving resolution of issues
  • Participate in incident, problem, and change request fulfilment; advocate for the client in resolutions
  • Develop, implement, and monitor key account service level agreements (SLA) for assigned clients
  • Action requests from clients and coordinate internal stakeholders to resolve queries
  • Prepare client reporting on a monthly/quarterly basis as required
  • Assist with coordinating new product onboarding for existing and new clients
  • Regularly contact clients to identify needs and ensure satisfaction; lead face-to-face meetings with assigned clients
  • Champion service offerings and capability among existing clients
  • Act as a leader and mentor to junior staff within the CRM team
  • Maintain CRM system (Salesforce) to enable efficient communication with clients
  • Identify and pursue revenue growth opportunities through cross-sell/up-sell and contract reviews
  • Provide regular reports to internal teams on new/existing funds as they are known
Qualifications
  • Bachelor degree in Business or Finance-related discipline
  • 4+ years in a client relationship management role
  • 5+ years' experience in funds administration, funds management, or custodianship
  • At least 8+ years' experience in a corporate environment
  • Advanced experience with Microsoft Office Suite
What you will get in return
  • A unique opportunity to be part of a growing global business
  • Competitive remuneration commensurate with skills and experience
  • Training and development opportunities
Additional information

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic status, responsibilities for dependants, or disability. Hiring decisions are based on skills, qualifications and experiences.

We measure our success not only by delivering great products and services and increasing assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit: https://www.apexgroup.com/corporate-social-responsibility/

Personal data provided by job applicant(s) will be used for recruitment purposes only and treated confidentially. Such personal data may be accessed by Apex stakeholders within and outside the country for consideration of the job application. Submission constitutes consent for use of personal data for recruitment purposes.

Disclaimer: Unsolicited CVs sent to Apex by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model; when agency assistance is required, the Talent Acquisition team will engage directly with exclusive recruitment partners.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Sales and Business Development

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