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Senior Client Relationship Manager
2 weeks ago
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 point of contact for all client queries and will coordinate internal stakeholders to resolve queries with the highest level of client satisfaction.ResponsibilitiesBe the dedicated point of contact and proactively manage client relationships as a trusted advisor, driving resolution of issuesParticipate in incident, problem, and change request fulfilment; advocate for the client in resolutionsDevelop, implement, and monitor key account service level agreements (SLA) for assigned clientsAction requests from clients and coordinate internal stakeholders to resolve queriesPrepare client reporting on a monthly/quarterly basis as requiredAssist with coordinating new product onboarding for existing and new clientsRegularly contact clients to identify needs and ensure satisfaction; lead face-to-face meetings with assigned clientsChampion service offerings and capability among existing clientsAct as a leader and mentor to junior staff within the CRM teamMaintain CRM system (Salesforce) to enable efficient communication with clientsIdentify and pursue revenue growth opportunities through cross-sell/up-sell and contract reviewsProvide regular reports to internal teams on new/existing funds as they are knownQualificationsBachelor degree in Business or Finance-related discipline4+ years in a client relationship management role5+ years' experience in funds administration, funds management, or custodianshipAt least 8+ years' experience in a corporate environmentAdvanced experience with Microsoft Office SuiteWhat you will get in returnA unique opportunity to be part of a growing global businessCompetitive remuneration commensurate with skills and experienceTraining and development opportunitiesAdditional informationWe 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: 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 levelMid-Senior levelEmployment typeFull-timeJob functionSales and Business Development
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