Client Relationship Manager (Funds Management)

Description

We are looking for a strong professional with a strong background within financial services or fund management to carry out the responsibilities in demonstrating a culture of success, accountability and delivery in line with Apex value.

This role is responsible for the development and maintenance of client relationships.

Job specification

• Assisting with any business development activity and achieving accompanying revenue expectations with existing clients.

• Assisting with client contractual and commercial arrangements, and identifying and driving any required updates or variations to the Service Level Agreements.

• Building and maintaining relationships with clients to be their trusted advocate.

• Preparing agendas for client meetings, leading client meetings and preparing follow up notes to the client meetings and ensuring outstanding items are actioned.

• Liaising with clients on all operational issues and escalations.

• Developing and maintaining strong relationships with operational and other team members across the New Zealand business.

• Liaising with other teams to answer client queries and address any client issues.

• Maintaining Salesforce with accurate account and contact data, including the use of task management on a daily basis.

• Assisting the Client Development team to complete any reporting in a timely and accurate manner.

• Assisting the Client Transition team with any client, fund or service onboarding and change requests or projects.

• Assisting other Client Relationship Managers or the Sales team with any growth opportunities or relationship matters.

• Undertaking other duties, and participating in other projects and initiatives as required by the business, from time to time.

Skills Required:

• 3+ years’ experience in a client relationship management or business development related role.

• Experience within the financial services/ funds management or similar industry is a must

• Advanced knowledge of Word and Excel.

• Proficiency in Salesforce or similar CRM system.

• Strong verbal and written English skills.

What you will get in return:

· A genuinely unique opportunity to be part of an expanding large global business;

· Competitive remuneration commensurate with skills and experience;

· Training and development opportunities

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

“Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.”