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.Director - Client Relationship ManagementCentral 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.Job specificationYou 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 TeamRelationship ManagementBuilding 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 regularfeedback from clients and share it with the internal teams as appropriate; Managing, monitoring and assuring client satisfaction; Collaborating withinternal teams to address customers’ needs; Revenue GrowthIdentifying cross selling opportunities with existing clients; Assuring Apex is and remains client’s preferred partner; Client profitabilityAssessing and assuring client profitability; Assisting in cash collection; Monitoring scope of service; The CRM team primary day to day role; Represent ApexGroup to the client for all services / segmentsPrimary point of contact adding value to the client relationshipManage current issues / head off future issues with their clientsEngaging with Senior Management within Apex Management to ensure successful deliveryPrepare and plan client engagement effectivelyIdentify client needs and bring Apex solutions to the clientThe CRM team tasks; Primary point of contact for clients, including query escalationsDeveloping C‑Suite / Key Contact relationships with clientsSLA creation, monitoring and generate KPI reportingCross Segment / Pillar coordinating and collaborationEstablish client communication matrix / escalations route are in place / Happiness reviews are in place and logged in the CRM Account PlanBoard Directorship ResponsibilityRevenue enhancement – cross selling of products and services to existing clientsManage SLA breaches, conflict,



communications to the Client ensuring matters are resolved rapidlyOnboarding – work alongside onboarding / sales to establish recent client setupProject manage new initiatives or client remediation plans / changes being rolled outEnsure CHR rating of the client is accurate and matches the views of the clientAssist in the resolution of complex matters adding value to our clientsSkills Required:Bachelor’s degree in Accounting, Finance, Business, or related field (CPA or CFA preferred)10+ years of experience in client‑facing roles within fund administration, fund accounting, or financial services·Strong knowledge of fund structures, NAV calculation, financial reporting, and investor servicesFamiliarity with fund accounting systems such as Advent Geneva, Investran, or similar platformsExceptional interpersonal and communication skills with a client‑first mindsetStrong project management, problem‑solving, and organizational skillsAbility to manage multiple priorities and work across functional teamsExperience working with hedge funds, private equity, or institutional clients preferredWhat 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 opportunitiesAdditional 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 visit https://theapexgroup.Com/csr-policy/We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement.Salary ranges from CAD $180,000.00 – USD $200,000.00. Compensation within this range is dependent on individual's skills, experience and qualifications.#J-18808-Ljbffr

📌 Client Relationship Director - C$180,000 - C$200,000 A Year (Toronto)
🏢 Apex Group
📍 Toronto