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.
The Role & Key Responsibilities 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 / KPI monitoring in partnership with Operations and Product. Ensure the clients view of the service matches the Apex view of the service.
Cross Segment / Pillar coordinating and collaboration
Establish client communication matrix / escalations route are in place QCR (Quarterly Client 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
Participate in new client pitches presenting the CRM model alongside Sales, Product, Operations.
Responsibly manage your pipeline on Salesforce Monthly
Operation Salesforce in accordance with Apex Policy
Skills Required:
Bachelor’s degree in Accounting, Finance, Business, or related field (CPA or CFA preferred)
5+ 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 USD $120,000.00 – USD $130,000.00. 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.
#J-18808-Ljbffr
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.
The Role & Key Responsibilities 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 / KPI monitoring in partnership with Operations and Product. Ensure the clients view of the service matches the Apex view of the service.
Cross Segment / Pillar coordinating and collaboration
Establish client communication matrix / escalations route are in place QCR (Quarterly Client 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
Participate in new client pitches presenting the CRM model alongside Sales, Product, Operations.
Responsibly manage your pipeline on Salesforce Monthly
Operation Salesforce in accordance with Apex Policy
Skills Required:
Bachelor’s degree in Accounting, Finance, Business, or related field (CPA or CFA preferred)
5+ 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 USD $120,000.00 – USD $130,000.00. 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.
#J-18808-Ljbffr