Client Relationship Senior Manager

Apex Group LtdGuernsey, WY
15h

About The Position

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 Client Relationship Management (“CRM”) The Role & Key Responsibilities You will develop a deep understanding of each client’s 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 building strong relationships with key decision makers to maximise our existing commercial relationship across the group. Target Outcome of the Role and the CRM Team · Relationship Management Build excellent long-term relationships with clients; Responding to clients’ needs in a solution-oriented manner; Foster awareness of client satisfaction with product offering and delivery; and Collaborate across internal teams to address any required significant service improvements. · Commercial Strategy Influence decision makers to ensure stability of existing revenue; Identify and deliver product solutions opportunities; Assure Apex is and remains the client’s preferred partner; and Assist in the successful rollout of relevant campaigns to meet key group objectives. Client Relationship Managers (“CRM”) (VP/SVP) Are responsible for a portfolio of clients as local / regional CRM or as part of global client account team; Represent Apex Group to the client for all products / segments; Identify client needs and bring Apex client ready solutions; Partner with product, operations and sales to deliver for their clients; Are the primary point of relationship contact adding value to the client relationship; Engage with senior management at Apex to ensure account growth; Act as executive for major issues which will likely impact the relationship; Prepare and plan client engagement effectively; and Collate feedback from clients to engage product and operations development. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us

Responsibilities

  • Develop a deep understanding of each client’s strategy, goals and future demands
  • Maintain existing client book and ensuring that the revenues of the client portfolio grow, both in volume and in profitability
  • Build strong relationships with key decision makers to maximise our existing commercial relationship across the group
  • Build excellent long-term relationships with clients
  • Responding to clients’ needs in a solution-oriented manner
  • Foster awareness of client satisfaction with product offering and delivery
  • Collaborate across internal teams to address any required significant service improvements
  • Influence decision makers to ensure stability of existing revenue
  • Identify and deliver product solutions opportunities
  • Assure Apex is and remains the client’s preferred partner
  • Assist in the successful rollout of relevant campaigns to meet key group objectives
  • Responsible for a portfolio of clients as local / regional CRM or as part of global client account team
  • Represent Apex Group to the client for all products / segments
  • Identify client needs and bring Apex client ready solutions
  • Partner with product, operations and sales to deliver for their clients
  • Are the primary point of relationship contact adding value to the client relationship
  • Engage with senior management at Apex to ensure account growth
  • Act as executive for major issues which will likely impact the relationship
  • Prepare and plan client engagement effectively
  • Collate feedback from clients to engage product and operations development
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