Strategic Fund Client 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

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.