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About the Role
As an Asset Servicing & Client Manager, you will be part of the Apex Custodian Monitoring Services business, supporting a portfolio of clients, ensuring excellent service delivery while building strong and lasting relationships. You will help drive client engagement, support business growth initiatives, and contribute to the smooth day-to-day running of the business. The role involves maintaining accurate client and business information within Salesforce, acting as the team's go-to person for data quality and process management. This is a varied and collaborative position, ideal for someone who enjoys working with clients, managing multiple priorities, and making a real impact within a growing business.
Responsibilities
- Manage relationships with allocated UK Defined Benefit Pension Fund clients, subscribing to monthly Custody & Treasury Benchmarking reporting.
- Undertake client presentations, predominantly remotely.
- Build relationships with Consultant Relationship Managers at Custodian Banks for effective communication.
- Ensure timely administrative functions, including invoicing, for allocated clients.
- Coordinate and raise client invoices on behalf of Senior Relationship Managers and the Sales Team.
- Utilize Salesforce as the primary client record for client details, contacts, and sales opportunities.
- Assume responsibility for Management level activities on behalf of the Managing Director, such as cash collection coordination.
- Support colleagues in producing client presentations and sales materials.
- Perform quality control of client reporting before monthly release.
Requirements
- Some relevant experience working in the Financial Services sector, preferably within the Global Custody arena or a similar field.
- Demonstrable ability to develop relationships with clients.
- Broad understanding of Investment Markets.
- Strong working experience of Microsoft Excel and other related Office products.
- Exposure to client relationship management tools such as Salesforce is an advantage.
- Strong organizational and time management skills.
- Ability to work independently or as part of a remote team.
- Strong attention to detail.
- Strong analytical, communication, and interpersonal skills.
- Flexible and strong work ethic.
- Strong communication and interpersonal skills.
Skills
- Financial Services sector experience
- Global Custody arena experience
- Client relationship development
- Investment Markets understanding
- Microsoft Excel proficiency
- Microsoft Office proficiency
- Salesforce experience (advantageous)
- Organizational skills
- Time management skills
- Remote team collaboration
- Attention to detail
- Analytical skills
- Communication skills
- Interpersonal skills
- Work ethic
Location
- Remote (UK)
Work Type
- Permanent
- Remote
Experience Level
- Not specified
Education Level
- Not specified
Salary/Compensations
- Not specified
Benefits
- Discretionary bonus based on company objectives
- 25 days annual leave + public holidays
- Private Medical Cover (Employee only)
- Income protection
- Life Assurance
- Pension plan
- Opportunity to work with a diverse, agile and global team
- Exposure to all aspects of the business and cross-jurisdiction
About the Company
- 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.
- The business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services.
- Apex Group is represented by over circa 13,000 employees across 112 offices worldwide.
- Apex Group aims to supercharge unique skills and experience, offering the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
- The company measures success by delivering great products and services, increasing assets under administration and market share, and positively impacting people, society, and the planet.
Equal Opportunity
- 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.
- Hiring decisions are made on the basis of skills, qualifications and experiences.