Senior Client Relationship Manager
Content + Source + Freshness • 11 Dec 2025 • 95% confidence
Offer value
An influential client-facing role offering substantial opportunities to enhance client satisfaction and drive account growth within a prominent financial organization.
- Leadership position with high client engagement
- Mentoring opportunities for junior staff
- Role critical to client satisfaction and retention
Pros
- High level of client interaction with growth potential
- Opportunity to lead and mentor junior team members
- Engagement in strategic initiatives to enhance service delivery
Cons
- High demands of client management can lead to stress
- Role may entail frequent adjustments to meet client needs
- Competitive environment with potential for stress during peak times
Who it's for
Senior-level • Office-based with potential client visits
Good fit
- Senior professionals with a finance background and client focus
- Leaders ready to elevate client relationships
- Individuals motivated by improving service delivery
Not recommended for
- Entry-level candidates without relevant experience
- Individuals preferring back-office roles
- Those resistant to high-pressure environments
Motivation fit
Key skills
About the job
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
Senior Client Relationship Manager
Location : Sydney
Description
This role will be the main point of contact for all client queries and coordinate internal stakeholders to resolve queries with the highest level of client satisfaction.
Job specification
Be the dedicated point of contact and proactively manage the relationships of clients by being the trusted advisor and to drive the resolution of issues
Participate in incident, problems, change request fulfilment and act as the advocate for the client in resolutions
Development, implementation and monitoring of key account service level agreements with assigned clients (SLA’s)
Action requests from assigned clients and coordinate internal stakeholders to resolve client queries
Preparation of client reporting for assigned clients on a monthly/quarterly basis as required
Assist with co-ordinating new product onboardings for existing and new clients
Contacting clients regularly to identify their needs, and to ensure they are satisfied with the received service ability to lead face to face meeting with assigned clients
Champion service offering and capability amongst existing clients
Act as a leader and mentor to more junior staff within the CRM team
Administration and maintenance of CRM system - Salesforce to enable efficient communication to existing clients
Identification and follow through on revenue growth opportunities through cross/up selling, client follow-on business, contract review
Provide regular reports to internal teams on new / exiting funds as they are known
Skills Required:
Bachelor Degree in Business or Finance-related discipline
4+ years in a client relationship management role
5+ years’ experience in funds administration, funds management or a custodian
At least 8+ years’ experience in a corporate environment
Advanced experience with Microsoft Suite
What you will get in return:
· A genuinely unique opportunity to be part of an expanding large global business;
· Competitive remuneration commensurate with skills and 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.
For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/
“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.”
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
