Elevate client satisfaction as the Director of Client Relationship Management at Apex Group in Toronto. Lead strategies to enhance loyalty and communication in financial services.
Apex Group is seeking a Director with over 10 years of client-facing financial experience. Your role involves leveraging your fund administration background to oversee client needs and drive revenue-focused strategies. This position is integral to ensuring clients feel supported and valued at all stages.
Key Responsibilities:
• Act as the primary liaison for client engagements
• Build and nurture relationships with existing clients
• Identify and pursue cross-selling opportunities
• Establish effective feedback and communication loops
• Monitor client satisfaction and service delivery metrics
Requirements:
• Bachelor’s degree in Finance, Business, or Accounting
• Minimum of 10 years in client-facing financial positions
• Knowledge of NAV calculation and fund structures
• St...