Client Service Manager

5 days ago

Mississauga, Canada Apex Group Full time

**Department**: Fund Services

**Employment Type**: Full Time

**Role & Key Responsibilities**:
The principal responsibility for the job is to oversee and assist in the client service of our Hedge Fund and Private Equity Real Estate (“PERE”) fund administration clients. The job will include oversight of the operational work for our Hedge and PERE clients including coordination with work performed in other locations globally, financial statement and other fund admin reporting, client visits, global projects and client integration management.
- Lead the client relationship management for Hedge and PERE clients
- Actively cross selling our suite of services to our client base
- US GAAP & IFRS reporting standard for various fund structures
- Assisting in the development of new & existing global client relationships, optimizing service offerings, productivity and profitability
- Management of the complete audit process
- Assist in the management of the NAV preparation and review process for our Hedge and PERE clients
- Ensuring adherence to documented procedures and policies
- Work on the integration of large fund administration mandates
- Collaborating with operational centers
- Working on ad hoc internal and global projects (as required)
- Ensure all deliverables are met on a timely and accurate basis
- Approximately 5+ years’ experience
- A high degree of commercial awareness and client service focus
- Prior experience working in the industry
- Strong leadership skills and supervisory experience of other professionals
- Excellent organizational and communication skills and the ability to work on own initiative consistently producing accurate and timely work
- Good interpersonal skills to develop working relationships with colleagues, clients, other divisions and professional intermediaries
- A professional accounting qualification a plus
- Demonstrated ability to automate processes
- Knowledge of investor KYC and AML requirements
- A high level of visibility within a large organisation on an upwards trajectory
- The ability to define marketing processes to drive innovation and have a tangible impact on the business
- Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
- Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.
- Opportunity to work with a diverse, agile and global marketing team.
- The opportunity to innovate, bring discipline to brand activity and really make a difference.

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 visit our CSR page.
- Date of posting: 17/10/22_
- PID:_ _13384_

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