Client Relationship Manager

3 weeks ago


Auckland City, New Zealand LRI Invest S.A. Full time

APEX Group, a global financial services provider, seeks an experienced and dedicated Client Relationship Manager to join our inclusive team. This full-time Client Relationship Manager hybrid role is based in Auckland and offers a favourable salary and benefits package, including the opportunity to explore flexible working arrangements.

As a Client Relationship Manager, you will develop and maintain relationships with Apex Investment Administration (NZ) Limited clients and team members and provide information and solutions to assist and support them. You will also liaise with MMC clients on all operational issues and escalations. Please note that we measure our success as a business by delivering great products and services, continually increasing our assets under administration and market share, and how we positively impact people, society and the planet. Apex Group includes FundRock, LRI and European Depositary Bank.

The Client Relationship Manager role duties and responsibilities will include but are not limited to the following:

- Liaising with MMC clients on all operational issues and escalations
- Working with staff to answer client queries and address any client issues
- Documenting all client interactions and maintaining client details on a relationship management system
- Preparing agendas for client meetings
- Leading client meetings.

To succeed in this role, you should have experience in managing client relationships and a working knowledge of investment and market operations (e.g. fund accounting, unit pricing, settlements, custody, registry and wealth). Other essential requirements include but aren't limited to:

- A professional demeanor
- Confident, respectful, and considerate attitude
- Good attention to detail
- Self-motivational skills
- Organized / time management skills - can prioritize and deliver to deadlines
- Team player who is prepared to lead and follow, assisting others when required.

You'll receive an excellent salary and benefits package for your knowledge, expertise and flexibility. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and over 10,000 employees. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

Apex Group includes FundRock, LRI and European Depositary Bank.

**Additional information**:
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.
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LI-TT1



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