[Hiring] Asset Servicing & Client Manager @Apex Group Ltd

Role Description

As a 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. Working closely with internal stakeholders and senior leadership, you will help drive client engagement, support business growth initiatives, and contribute to the smooth day-to-day running of the business. The role will also involve 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.

Key Responsibilities

• Manage relationship with allocated number of UK Defined Benefit Pension Fund clients, currently subscribing to our monthly Custody & Treasury Benchmarking reporting.
• Undertake client presentations (predominantly remotely) as and when required.
• Build relationships with Consultant Relationship Managers at Custodian Banks to ensure effective communication between those institutions and Apex CMS.
• Ensure administrative functions i.e. invoicing is carried out on a timely basis for allocated clients.
• Co-ordinate and raise client invoices on behalf of Senior Relationship Managers and Sales Team.
• Utilize Salesforce as the “golden client record” to record client details, client contacts, new sales opportunities, etc.
• Assume responsibility for undertaking a number of Management level activities on behalf of the Managing Director, for example, co-ordination of cash collection.
• Support colleagues in the production of client presentation and sales materials.
• Involvement in quality control of client reporting ahead of monthly reports being released to clients.

Qualifications

• Some relevant experience working in the Financial Services sector, preferably within the Global Custody arena or within a similar field.
• Demonstrable ability of developing 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 would be an advantage.
• Strong organisational and time management skills.
• Ability to work alone 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.

Benefits

• Discretionary driven bonus based on company objectives.
• 25 days annual leave + public holidays.
• Private Medical Cover (Employee only).
• Income protection.
• Life Assurance.
• Pension plan included.
• 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.