Job specificationYou will develop a deep understanding of the clients’ strategy, goals, and future demands, being responsible for maintaining the 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 ManagementBuild excellent long‑term relationships with existing clients, maintaining regular exchange with them and advising them on how Apex can support their growth plans.Answer clients’ questions in a solution‑oriented manner.Collect regular feedback from clients and share it with the internal teams as appropriate.Manage, monitor and assure client satisfaction.Collaborate with internal teams to address customers’ needs.Revenue GrowthIdentify cross‑selling opportunities with existing clients.Assure Apex remains the client’s preferred partner.Client profitabilityAssess and assure client profitability.Assist in cash collection.Monitor scope of service.Primary Day‑to‑Day RoleRepresent Apex Group to the client for all services and segments.Act as the primary point of contact, adding value to the client relationship.Manage current issues and anticipate future issues with clients.Engage 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.Primary TasksPrimary point of contact for clients, including query escalations.Develop C‑Suite / Key Contact relationships with clients.CRM / Account Plan creation.SLA creation,



monitoring and KPI reporting.Cross‑segment / pillar coordinating and collaboration.Establish client communication matrix and escalation route, ensuring happiness reviews are logged in the CRM account plan.Board directorship responsibility.Revenue enhancement through cross‑selling of products and services to existing clients.Financial discipline – debtors, billing, fees, pricing, profitability, scope analysis.Manage SLA breaches, conflict, and client communications to resolve matters rapidly.Onboarding – work alongside onboarding / sales to establish new client setup.Project manage new initiatives or client remediation plans and changes being rolled out.Ensure CHR rating of the client is accurate and matches the client’s view.Assist in resolving complex matters, adding value to our clients.Skills RequiredBachelor’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.Robust knowledge of fund structures, NAV calculation, financial reporting, and investor services.Familiarity with fund accounting systems such as Advent Geneva, Investran, or similar platforms.Exceptional interpersonal and communication skills with a client‑first mindset.Strong project management, problem‑solving, and organizational skills.Ability to manage multiple priorities and work across functional teams.Experience working with hedge funds, private equity, or institutional clients preferred.All opportunities at Apex have a four‑day in‑office requirement.Salary ranges from CAD $180,000 – $200,000 plus market competitive variable uncapped compensation based on performance. Compensation within this range is dependent on individual skills, experience and qualifications.#J-18808-Ljbffr

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