Assistant CRM

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;
  

• Represent Apex Group to the client for all services / segments
• Primary point of relationship contact adding value to the client relationship
• Manage major issues which will likely impact the relationship
• 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
  
  

• Bachelor’s degree in accounting or related field.
• Experience in one of the following areas: Investment Accounting, Audit, working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial Planner
• Prior experience with various financial products
• Strong MS Excel and analytical skills
• High level of English