Associate Client Relationship Manager

The Apex Group, established in Bermuda in 2003, is a leading fund administration and middle office solutions provider with over 13,000 employees and 112 offices worldwide.

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.

• Work closely with senior CRM colleagues to develop an understanding of client strategy, objectives and service requirements.
• Support the management of client relationships through regular interaction, responsiveness to queries and acting as a secondary point of contact for assigned clients.
• Monitor service delivery across assigned clients to ensure agreed standards are met, track and follow up on client requests, issues and deliverables, and elevate risks or issues appropriately.
• Identify potential opportunities for additional services or solutions based on client needs, support cross‑selling initiatives and client development activities, and monitor scope of services to flag potential scope changes.
• Support basic tracking of client profitability metrics and reporting, assist with invoicing coordination and cash collection follow‑ups where required, and maintain accurate client records, pipelines and CRM system updates.
• 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, and support the implementation of governance practices such as shared mailboxes and structured communication channels.

• 3–5 years of experience in client servicing, relationship management or operations within fund services or financial services.
• Strong understanding of fund structures, client servicing models and operational processes.
• Excellent organisational and coordination skills with keen attention to detail.
• Analytical mindset with sound numerical and problem‑solving abilities.
• Bachelor’s degree in finance, business or a related discipline (professional qualifications a plus).
• 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 willing to learn and develop, with commercial awareness and an interest in building client relationships.
• Ability to prioritise effectively and manage multiple tasks.
• Demonstrates ownership, accountability and reliability in delivery, and a positive attitude with a strong desire for professional growth.

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.