Description

The Client Relationship Manager (Funds Administration) at The Apex Group is responsible for building and maintaining strong client relationships, supporting business development, and ensuring high standards of service. This role involves managing client contracts, acting as a trusted advisor, facilitating client discussions, resolving operational issues, and leveraging Salesforce for client information. The manager will collaborate with various internal teams to achieve revenue growth and enhance client satisfaction.

Required Skills

Client Relationship Management
Account Management
Business Development
Client Service
Financial Services Industry
Funds Management
Investment Administration
Banking
Custody
Professional Services Environment
Relationship Building
Growth Opportunities Identification
Client Issue Resolution
Service Delivery Matters
Stakeholder Expectations Management
Commercial Awareness
Salesforce
Microsoft Office Skills
Word, Excel, PowerPoint, and Outlook
Communication Skills
Presentation & Facilitation Skills
Time Management Skills
Problem-Solving Skills
Team-Oriented
Integrity, Discretion, and Professionalism
Adaptability and Resilience

Additional Information

Required Previous Experiences: 3+ years' experience in client relationship management, account management, business development, or client service.
Preferred Qualifications: Experience within the financial services industry, funds management, investment administration, banking, custody, or a similar professional services environment.
Ability to build and maintain strong relationships with clients and key stakeholders, including senior executives and decision-makers.
Proven ability to identify and support business growth opportunities within existing client relationships.
Experience managing client issues, service delivery matters, and stakeholder expectations in a professional and proactive manner.
Strong commercial awareness with the ability to understand client objectives and align solutions accordingly.
Proficiency in Salesforce or a similar customer relationship management (CRM) platform.
Advanced Microsoft Office skills, particularly in Word, Excel, PowerPoint, and Outlook.
Excellent verbal and written communication skills, with the ability to communicate effectively with clients, colleagues, and senior stakeholders.
Strong presentation and meeting facilitation skills.
Highly organized with excellent time management skills and the ability to manage multiple priorities and meet deadlines.
Strong attention to detail and commitment to delivering high-quality work.
Self-motivated, proactive, and capable of working both independently and collaboratively.
Professional, confident, and personable, with a client-focused approach.
Demonstrated problem-solving skills and the ability to navigate complex situations with sound judgment.
Team-oriented, with a willingness to support colleagues, share knowledge, and contribute to a positive team culture.
High level of integrity, discretion, and professionalism when handling sensitive client information.
Adaptable and resilient, with the ability to thrive in a fast-paced and evolving business environment.

About theapexgroup

theapexgroup

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Client Relationship Manager at theapexgroup

Description

Required Skills

Additional Information

About theapexgroup

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Required Skills

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