Job Description

Join Apex Group as the Financial Client Relationship Director in Toronto, focusing on client engagement and satisfaction. Leverage your expertise to enhance loyalty across financial services.
This role requires a solid fund administration background and at least 10 years of client-facing experience in finance. You will oversee client interactions and develop strategies aimed at increasing client value and support at every level. Your project management and communication skills will be essential for driving desired outcomes.
Key Responsibilities:
• Serve as the primary contact for client relationships
• Maintain and enhance relationships with current clients
• Drive opportunities for cross-selling additional services
• Ensure effective communication and feedback channels
• Manage client satisfaction and service delivery metrics
Requirements:
• Bachelor’s degree in Finance, Business, or Accounting
• 10+ years in client-facing roles within finance
• Famili...

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