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Strategic Client Advocate
3 weeks ago
The Apex Group was founded in Bermuda and is one of the world's largest providers of fund administration and middle office solutions.
We service clients globally, locally, and across jurisdictions. With our clients at the heart of everything we do, our team has delivered unprecedented growth and transformation, now represented by over 13,000 employees across 112 offices worldwide.
We will supercharge your skills and experience. Take the lead and we'll give you the support to be at the top of your game.
You'll have the freedom to be a positive disrupter and turn big ideas into bold realities.
About The Role- Manage client relationships as a trusted advisor and drive issue resolution.
- Participate in incident and problem management and advocate for the client in resolutions.
- Develop and implement key account service level agreements with assigned clients.
- Action requests from clients and coordinate internal stakeholders to resolve queries.
- Prepare client reports on a monthly or quarterly basis as required.
- Assist with onboarding new products for existing and new clients.
- Maintain regular contact with clients to identify needs and ensure satisfaction.
- Champion service offerings and capabilities among existing clients.
- Lead and mentor junior staff within the CRM team.
- Maintain the CRM system to ensure efficient communication.
- Pursue revenue growth opportunities through cross-selling and contract review.
- 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.
- A unique opportunity to be part of a growing global business.
- Competitive remuneration based on skills and experience.
- Training and development opportunities.
We are an equal opportunity employer committed to diversity and inclusion. Our hiring decisions are based on skills, qualifications, and experience.
