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.
• Collaborate across internal teams to address any required significant service improvements

Commercial Strategy

• Influence decision makers to ensure stability of existing revenue
• Identifying and deliver product solutions opportunities
• Assuring Apex is and remains client’s preferred partner;
• Successful roll out of relevant campaigns to meet key group objectives?

Client Relationship Managers (“CRM”) (VP/SVP)

• Responsible for a portfolio 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
• Primary point of relationship contact adding value to the client relationship
• Engaging with senior management within Apex Management to ensure account growth
• Act as executive for major issues which will likely impact the relationship
• Prepare and plan client engagement effectively
• Collating and feedback of clients challenge to engage product development