Job Description

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

Central to our Organization, CRM’s are the link between the operations teams and the clients, working with different people in the organisation to ensure that customers are satisfied with all our services.

You are an excellent communicator, who can grasp customer needs quickly. If you have an operational background and interested in moving to a Client Facing role delivering outstanding client service, in the best CRM team in the industry, then we want to speak to you.

Job specification

• You will have to develop a deep understanding of the clients’ strategy, goals and future demands, being responsible for maintaining existing client book and ensuring that the revenues of the client portfolio grow, both in volume and in profitability.
• You will achieve this by ensuring a high standard of service delivery and identifying growth opportunities.

Target Outcome of the Role and the CRM Team

• Relationship Management
• Building excellent long-term relationships with existing clients, maintaining regular exchange with them and advising them on how Apex can support their growth plans;
• Answering clients’ questions in a solution oriented manner;
• Collecting regular feedback from clients and share it with the internal teams as appropriate;
• Managing, monitoring and assuring client satisfaction;
• Collaborating with internal teams to address customers’ needs;
• Revenue Growth
• Identifying cross selling opportunities with existing clients;
• Assuring Apex is and remains client’s preferred partner;
• Client profitability
• Assessing and assuring client profitability;
• Assisting in cash collection;
• Monitoring scope of service;

The CRM team primary day to day role;

• Represent Apex Group to the client for all services / segments
• Primary point of contact adding value to the client relationship
• Manage current issues / head off future issues with their clients
• Engaging with Senior Management within Apex Management to ensure successful delivery
• Prepare and plan client engagement effectively
• Identify client needs and bring Apex solutions to the client

The CRM team tasks;

• Primary point of contact for clients, including query escalations
• Developing C-Suite / Key Contact relationships with clients
• CRM / Account Plan Creation
• SLA creation, monitoring and generate KPI reporting
• Cross Segment / Pillar coordinating and collaboration
• Establish client communication matrix / escalations route are in place / Happiness reviews are in place and logged in the CRM Account Plan
• Board Directorship Responsibility
• Revenue enhancement – cross selling of products and services to existing clients
• Financial discipline – debtors, billing, fees, pricing, profitability, scope analysis
• Manage SLA breaches, conflict, communications to the Client ensuring matters are resolved rapidly
• Onboarding – work alongside onboarding / sales to establish new client setup
• Project manage new initiatives or client remediation plans / changes being rolled out
• Ensure CHR rating of the client is accurate and matches the views of the client
• Assist in the resolution of complex matters adding value to our clients

Skills Required:

• Bachelor’s degree in Accounting, Finance, Business, or related field (CPA or CFA preferred)
• 10+ years of experience in client-facing roles within fund administration, fund accounting, or financial services
• ·Strong knowledge of fund structures, NAV calculation, financial reporting, and investor services
• Familiarity with fund accounting systems such as Advent Geneva, Investran, or similar platforms
• Exceptional interpersonal and communication skills with a client-first mindset
• Strong project management, problem-solving, and organizational skills
• Ability to manage multiple priorities and work across functional teams
• Experience working with hedge funds, private equity, or institutional clients preferred

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement.

Salary ranges from CAD $ 180,000 - $ 200,000 additional market competitive variable uncapped compensation based on performance. Compensation within this range is dependent on individual's skills, experience and qualifications.

#LI-JS1

Disclaimer Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.