Client Relationship Manager

CO_MMCLTD Apex Investment Administration (NZ) Limited; Auckland; On-site; NZD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive remuneration commensurate

Training and development opportunities

Job summary

Apex Group is seeking a Client Relationship Manager to develop and maintain strong client relationships within Funds Administration in Auckland and Wellington. You will work closely with the Head of CRM and other teams to ensure high client satisfaction and successful outcomes.

The role requires 3+ years in client relationship roles in financial services, with strong communication, stakeholder management, and CRM proficiency. Expect collaborative, fast-paced work and opportunities for growth.

Qualifications

• Minimum 3+ years' experience in a client relationship management, account management, business development, or client service role.
• Experience within the financial services industry, funds management, investment administration, banking, custody, or a similar professional services environment.

Responsibilities

• Support business development activities and contribute to the achievement of revenue growth objectives within existing client relationships.
• Assist with the management of client contractual and commercial arrangements, including identifying, recommending, and implementing updates to Service Level Agreements (SLAs) as required.
• Develop, maintain, and strengthen strategic relationships with key client stakeholders, including C-suite executives, board members, and senior decision-makers.
• Serve as a trusted advisor to clients by developing a deep understanding of their business objectives, challenges, and strategic priorities.
• Prepare agendas for client meetings, facilitate and lead client discussions, and ensure timely follow-up of actions and commitments.
• Act as the primary point of contact for clients on operational matters, service issues, and escalations, coordinating effective resolution across internal teams.
• Build and maintain strong working relationships with operational and support teams across the New Zealand business to ensure consistent and high-quality service delivery.
• Liaise with internal stakeholders to coordinate responses to client enquiries and proactively address client concerns.
• Maintain accurate and up-to-date client account, contact, activity, and opportunity information within Salesforce, including the effective use of task and relationship management tools.
• Support client, fund, and service onboarding activities, working closely with the Implementation team to ensure a seamless transition and delivery experience.
• Collaborate with other Client Relationship Managers and the Sales team to identify growth opportunities, support retention initiatives, and strengthen client relationships.
• Advocate for clients internally, ensuring their strategic priorities, service requirements, and expectations are understood and appropriately supported across the organisation.
• Monitor client satisfaction and identify opportunities to enhance service delivery, operational efficiency, and overall client experience.

Skills

Client relationship management

Stakeholder management

Business development

Tools

Salesforce

Microsoft Office

Job description

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 Manager (Funds Administration)

Location : Auckland, Wellington

Description The role is responsible for developing and maintaining strong client relationships, ensuring a high standard of service and client satisfaction. The Client Relationship Manager supports the Head of CRM, Fund Administration, and works closely with fellow Client Relationship Managers, the wider Client Relationship Management team, and other internal teams to deliver effective client outcomes.

Job specification

• Support business development activities and contribute to the achievement of revenue growth objectives within existing client relationships.
• Assist with the management of client contractual and commercial arrangements, including identifying, recommending, and implementing updates to Service Level Agreements (SLAs) as required.
• Develop, maintain, and strengthen strategic relationships with key client stakeholders, including C-suite executives, board members, and senior decision-makers.
• Serve as a trusted advisor to clients by developing a deep understanding of their business objectives, challenges, and strategic priorities.
• Prepare agendas for client meetings, facilitate and lead client discussions, and ensure timely follow-up of actions and commitments.
• Act as the primary point of contact for clients on operational matters, service issues, and escalations, coordinating effective resolution across internal teams.
• Build and maintain strong working relationships with operational and support teams across the New Zealand business to ensure consistent and high-quality service delivery.
• Liaise with internal stakeholders to coordinate responses to client enquiries and proactively address client concerns.
• Maintain accurate and up-to-date client account, contact, activity, and opportunity information within Salesforce, including the effective use of task and relationship management tools.
• Support client, fund, and service onboarding activities, working closely with the Implementation team to ensure a seamless transition and delivery experience.
• Collaborate with other Client Relationship Managers and the Sales team to identify growth opportunities, support retention initiatives, and strengthen client relationships.
• Advocate for clients internally, ensuring their strategic priorities, service requirements, and expectations are understood and appropriately supported across the organisation.
• Monitor client satisfaction and identify opportunities to enhance service delivery, operational efficiency, and overall client experience.
• Maintain a strong understanding of industry trends, regulatory developments, and market dynamics relevant to clients and their businesses.
• Prepare and deliver client reporting, presentations, and business reviews for senior stakeholders.
• Participate in projects, strategic initiatives, and other duties as required to support business objectives and continuous improvement activities.

Skills Required

• Minimum 3+ years' experience in a client relationship management, account management, business development, or client service role.
• Experience within the financial services industry, funds management, investment administration, banking, custody, or a similar professional services environment.
• Demonstrated ability to build and maintain strong relationships with clients and key stakeholders, including senior executives and decision-makers.
• Proven ability to identify and support business growth opportunities within existing client relationships.
• Experience managing client issues, service delivery matters, and stakeholder expectations in a professional and proactive manner.
• Strong commercial awareness with the ability to understand client objectives and align solutions accordingly.
• Proficiency in Salesforce or a similar customer relationship management (CRM) platform.
• Advanced Microsoft Office skills, particularly in Word, Excel, PowerPoint, and Outlook.
• Excellent verbal and written communication skills, with the ability to communicate effectively with clients, colleagues, and senior stakeholders.
• Strong presentation and meeting facilitation skills.
• Highly organised with excellent time management skills and the ability to manage multiple priorities and meet deadlines.
• Strong attention to detail and commitment to delivering high-quality work.
• Self-motivated, proactive, and capable of working both independently and collaboratively.
• Professional, confident, and personable, with a client-focused approach.
• Demonstrated problem-solving skills and the ability to navigate complex situations with sound judgement.
• Team-oriented, with a willingness to support colleagues, share knowledge, and contribute to a positive team culture.
• High level of integrity, discretion, and professionalism when handling sensitive client information.
• Adaptable and resilient, with the ability to thrive in a fast-paced and evolving business environment.

What you will get in return

• A genuinely unique opportunity to be part of an expanding large global business
• Competitive remuneration commensurate with skills, experience
• Training and development opportunities

Additional 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.

Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.

About Apex Group

We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us