Client Relationship Associate

2 weeks ago

Sydney, Australia Mainstream Fund Services Inc Full time

Work directly with our clients
- Great team environment & opportunity to grow
- Graduates considered

**ABOUT OUR COMPANY**
The Apex Group is a global financial services provider with 8,000 staff across 40+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do.

Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism, Apex provides a global platform to allow you to thrive.

**ABOUT THE ROLE**

**Responsibilities**:
The role duties and responsibilities will include but not limited to the following:

- Grow to become the dedicated point of contact and proactively manage the relationships of clients by being the trusted advisor and to drive the resolution of issues.
- Participate in incident, problems, change request fulfilment and act as the advocate for the client in resolutions
- Assist in the development, implementation and monitoring of key account service level agreements with assigned clients (SLA’s).
- Action requests from clients and coordinate internal stakeholders to resolve client queries
- Preparation of client reporting for assigned clients on a monthly/quarterly basis as required
- Assist Client Relationship Managers, with co-ordinating new product onboardings for existing and new clients
- Participation in face to face meetings with Client Relationship Managers.
- Assistance with prospect mapping
- Assist in preparing proposals for existing clients and prospective clients
- Administration and maintenance of CRM system - Salesforce to enable efficient communication to existing clients and prospect mapping
- Provide regular reports to internal teams on client changes as they are known (eg. Compliance Manager for compliance letters, Team Leaders re transitions, Finance re invoicing etc.)

**Proven Experience & Qualifications**:

- Bachelor Degree in Business or Finance-related discipline
- Experience in funds administration, funds management or a custodian
- At least 2 years’ experience in a corporate environment
- Advanced experience with Microsoft Suite

**Skills Required**:

- Ability to work well under pressure;
- Strong collaborative approach and team player;
- Strong communication and analytical skills;
- Strong customer service focus
- Strong relationship management skills
- Strong communication skills both oral and written;
- Strong problem-solving skills;
- Flexibility to adapt in a fast paced, evolving environment;
- Ability to work manage own timeline and prioritise tasks so as to meet client/internal deadlines;

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

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