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; and
- Collaborate across internal teams to address any required significant service improvements.
· Commercial Strategy
- Influence decision makers to ensure stability of existing revenue;
- Identify and deliver product solutions opportunities;
- Assure Apex is and remains the client’s preferred partner; and
- Assist in the successful rollout of relevant campaigns to meet key group objectives.
Client Relationship Managers (“CRM”) (VP/SVP)
- Are responsible for a portfolio of 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 for their clients;
- Are the primary point of relationship contact adding value to the client relationship;
- Engage with senior management at Apex to ensure account growth;
- Act as executive for major issues which will likely impact the relationship;
- Prepare and plan client engagement effectively; and
- Collate feedback from clients to engage product and operations development.
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.
What We Do
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world.
Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.
As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change






