Associate Client Relationship Manager

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

Overview

The Associate Client Relationship Manager plays a key supporting role within the CRM function, acting as a link between operational teams and clients to help deliver consistent, high-quality service.

The role focuses on service oversight, coordination, and client experience, while execution responsibility remains with the relevant Operations teams.

You will support the management of a portfolio of clients, ensuring their day-to-day needs are met while contributing to long-term relationship development. This role is well suited to someone with a solid operational background who is looking to build a client-facing career within fund services.

The Role & Key Responsibilities

You will work closely with senior CRM colleagues to develop an understanding of client strategy, objectives, and service requirements. Your primary focus will be on supporting service delivery, maintaining client satisfaction, and identifying opportunities to enhance the client experience.

Relationship Management

• Support the management of client relationships through regular interaction and responsiveness to queries
• Act as a secondary point of contact for assigned clients, ensuring timely and solution-oriented responses
• Build a strong understanding of client structures, objectives, and service expectations
• Gather and relay client feedback to internal teams to support continuous improvement
• Coordinate with internal stakeholders (Operations, Product, Compliance, etc.) to ensure effective service delivery
• Assist in preparing for client meetings, including materials and follow-up actions
• Ensure consistent quality of communication and maintain a strong client-centric approach across all interactions

Service Delivery & Client Support

• Monitor service delivery across assigned clients to ensure agreed standards are met
• Track and follow up on client requests, issues, and deliverables
• Escalate risks or issues appropriately to senior CRM team members
• Support the resolution of operational or service-related issues
• Exercise sound judgment in identifying and escalating service, operational, or relationship risks
• Maintain clear tracking of commitments and ensure timely closure of all client-related actions

Commercial Support & Growth

• Identify potential opportunities for additional services or solutions based on client needs
• Support senior CRMs in cross-selling initiatives and client development activities
• Assist in monitoring scope of services and flag potential scope changes
• Support identification of out-of-scope activities and contribute to scope alignment discussions

Client Profitability & Administration

• Support basic tracking of client profitability metrics and reporting
• Assist with invoicing coordination and cash collection follow-ups where required
• Maintain accurate client records, pipelines, and CRM system updates

Day-to-Day Role

• Act as a key coordination point between clients and internal teams
• Support the lead CRM in managing client relationships and communications
• Ensure consistent follow-through on client commitments and deliverables
• Prepare internal updates, status reports, and management information
• Contribute to a collaborative, client-focused team environment
• Support implementation of governance practices (e.g., shared mailboxes, structured communication channels, service models)
• Actively support client experience initiatives, ensuring feedback is captured, tracked, and translated into service improvements

Attributes & Experience

• Approximately 3-5 years of experience in client servicing, relationship management, or operations within Fund Services or Financial Services
• Good understanding of fund structures, client servicing models, and operational processes
• Strong organisational and coordination skills with attention to detail
• Analytical mindset with sound numerical and problem-solving abilities
• Bachelor’s degree in finance, business, or a related discipline (professional qualifications are an advantage but not required)

Personal Attributes

• Strong communication and interpersonal skills, with the ability to engage confidently with clients and colleagues
• Client-focused mindset with a proactive and solution-oriented approach
• Collaborative team player with a willingness to learn and develop
• Commercial awareness with an interest in building client relationships
• Ability to prioritise effectively and manage multiple tasks
• Demonstrates ownership, accountability, and reliability in delivery
• Positive attitude with a strong desire for professional growth

Development Perspective

This role is designed as a feeder into a full CRM position, providing exposure to client relationship management, commercial strategy, and senior stakeholder engagement over time.

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.