Client Service Manager - EDB

Apex Group Ltd; Valencia; Híbrido; EUR 32.000 - 45.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid Working Model

Private health insurance.

27 working days holiday + Public hours

Opportunities for professional develop

CPD and Study Guidance programs

Diverse, agile, global team

Cross-jurisdiction exposure

Descripción de la vacante

Apex Group in Valencia is seeking a Client Service Manager (EDB) to own a portfolio of clients and ensure best-in-class service. You will build deep relationships with key contacts, understand client products and services, and collaborate with EDB and Apex Group stakeholders to deliver a seamless client experience.

You will drive change through innovation, modernizing the client experience while executing the bank strategy and maintaining compliance with policies and regulations.

Formación

• 2+ years of experience in client service or account management.
• Proficient in English business language (written and spoken).
• Bachelor's or Master's in Finance/Economics.
• Strong interpersonal and communication skills.
• Proficiency in Microsoft Office Suite and reporting tools.
• Excellent organizational and multitasking abilities.

Responsabilidades

• Maintain strong relationships with clients, ensuring their needs are met and expectations exceeded.
• Coordinate onboarding of new clients and ensure smooth transitions.
• Analyze client feedback and implement service improvements.
• Collaborate with internal departments (Onboarding, Finance, Depositary, Custody) to resolve client issues.
• Monitor team performance and drive continuous improvement.
• Work with stakeholders to resolve client issues and escalations.
• Analyze client data to identify trends and inform service reviews.
• Ensure timely, accurate documentation of client interactions and activities.
• Oversee preparation of client reports and reviews.
• Maintain compliance with internal policies and external regulations.

Conocimientos

Client relationship management

English business proficiency

Interpersonal skills

Organizational skills

Multitasking

Educación

Bachelor's or Master's in Finance/Economics

Herramientas

Microsoft Office Suite

Reporting tools

Descripción del empleo

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 Service Manager (EDB)

Location

Valencia

Employment Type

Full time Permanent

EDB

European Depositary Bank

Role summary

As a client service manager you will own a portfolio of clients with responsibility for ensuring delivery of best-in-class service and strive to achieve 100% client satisfaction by building deep and meaningful relationships with key contacts within a client’s organization. As a CSM you must develop an excellent understanding of the client’s primary business, the products and services they receive from EDB and collaborate with other EDB and Apex Group key stakeholders to ensure we provide a seamless client experience. You will also inspire change through innovation and transformation, modernizing the client experience whilst executing against the bank strategy.

Key responsibilities

• Maintain strong relationships with clients, ensuring their needs are met and expectations exceeded.
• Coordinate onboarding of new clients and ensure smooth transitions.
• Analyze client feedback and implement service improvements.
• Collaborate with internal departments (e.g. Onboarding, Finance, Depositary, Custody etc.) to resolve client issues.
• Monitor team performance and implement strategies for continuous improvement.
• Work collaboratively with key stakeholders, internally/externally, to effectively resolve client issues/escalations.
• Analyse and interpret client data to identify trends, collaborating with other members of the Client Service team and broader Apex Group client facing units.
• Ensure timely and accurate documentation of client interactions and service activities.
• Oversee the preparation of client reports, presentations, and service reviews.
• Maintain compliance with internal policies and external regulations.

Skills Required

• Proficient in English business language skills, both written and oral
• 2+ years of experience in client service or account management
• Bachelors or Masters in Finance/Economics
• Strong interpersonal and communication skills.
• Proficiency in Microsoft Office Suite, and reporting tools.
• Excellent organizational and multitasking abilities

What you will get in return

• Hybrid Working Model
• Private health insurance.
• 27 working days holiday + Public holidays
• Opportunities for professional development.
• Professional Development (CPD) and Study Guidance programs
• Positive and hospitable work environment.
• Opportunity to work with a diverse, agile and global team.
• Exposure to all aspects of the business and cross-jurisdiction.
• A genuinely unique opportunity to be part of an expanding large global business + more

At Apex Group, we are committed to creating a diverse and inclusive workplace. In Spain, this includes our obligation under the LGD to ensure that people with disabilities are represented within our teams. If you have a recognised disability (≥33%), we welcome your application and will provide reasonable adjustments throughout the recruitment process.