Client Relationship Director
1 week ago
You can find out more about this in our**Director - Client Relationship Management** **Montreal*** Represent Apex Group to the client for all services / segments* Primary point of contact adding value to the client relationship* Manage current issues / head off future issues with their clients* Engaging with Senior Management within Apex Management to ensure successful delivery* Prepare and plan client engagement effectively* Identify client needs and bring Apex solutions to the client* Bachelor’s degree in Accounting, Finance, Business, or related field (CPA or CFA preferred)* 10+ years of experience in client-facing roles within fund administration, fund accounting, or financial services* ·Strong knowledge of fund structures, NAV calculation, financial reporting, and investor services* Familiarity with fund accounting systems such as Advent Geneva, Investran, or similar platforms* Exceptional interpersonal and communication skills with a client-first mindset* Strong project management, problem-solving, and organizational skills* Ability to manage multiple priorities and work across functional teams* Experience working with hedge funds, private equity, or institutional clients preferred* A genuinely unique opportunity to be part of an expanding large global business;* Competitive remuneration commensurate with skills and experience; Training and development opportunities* Diplôme universitaire en comptabilité, finance, commerce ou domaine connexe (CPA ou CFA préféré)* Plus de 10 ans d’expérience dans des rôles en contact client dans l’administration de fonds, la comptabilité de fonds ou les services financiers* Solide connaissance des structures de fonds, du calcul de la VAN, des rapports financiers et des services aux investisseurs* Familiarité avec les systèmes de comptabilité de fonds tels qu’Advent Geneva, Investran ou plateformes similaires* Excellentes compétences interpersonnelles et en communication, avec une orientation client marquée* Solides compétences en gestion de projet, en résolution de problèmes et en organisation* Capacité à gérer plusieurs priorités et à travailler en transversalité avec différentes équipes* Expérience souhaitée avec des hedge funds, fonds de private equity ou clients institutionnels* Une opportunité réellement unique de faire partie d’une grande entreprise mondiale en pleine expansion ;* Une rémunération compétitive, adaptée à vos compétences et à votre expérience ;* Des opportunités de formation et de développementNous sommes fiers de notre engagement à favoriser une culture connectée et inclusive. Toutes nos opportunités chez Apex requièrent quatre (4) jours de présence au bureau. Le salaire varie de 180 000 à 200 000 CAD, avec une rémunération variable supplémentaire compétitive sur le marché et sans plafond, basée sur la performance. La rémunération dans cette fourchette dépend des compétences, de l'expérience et des qualifications de chaque individu.**About Apex Group**We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies.
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Senior Client Relationship Director
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Montreal (administrative region), Canada Sun Life Financial Full timeA leading financial services provider in Canada seeks a Financial Services Consultant to enhance client relationships and support wealth management needs. You will advise clients on financial decisions, facilitate portfolio reviews, and target sales. Ideal candidates will be bilingual and possess strong communication skills, along with a drive for building...