Associate Client Relationship Manager
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Key skills for this role
About the Role
Apex Group is hiring an Associate Client Relationship Manager in Riyadh to support client relationship management within fund services. The role involves service oversight, coordination, and client experience support.
Key Skills for This Role
Responsibilities
- Support the management of client relationships through regular interaction and responsiveness to queries
- Act as a secondary point of contact for assigned clients, ensuring timely and solution oriented responses
- Build a strong understanding of client structures, objectives, and service expectations
- Gather and relay client feedback to internal teams to support continuous improvement
- Coordinate with internal stakeholders (Operations, Product, Compliance, etc.) to ensure effective service delivery
- Assist in preparing for client meetings, including materials and follow up actions
- Monitor service delivery across assigned clients to ensure agreed standards are met
- Track and follow up on client requests, issues, and deliverables
- Escalate risks or issues appropriately to senior CRM team members
- Support the resolution of operational or service related issues
Requirements
- Approximately 3 5 years of experience in client servicing, relationship management, or operations within Fund Services or Financial Services
- Good understanding of fund structures, client servicing models, and operational processes
- Strong organisational and coordination skills with attention to detail
- Analytical mindset with sound numerical and problem solving abilities
- Bachelor’s degree in finance, business, or a related discipline
Full Job Posting
Overview
- The Associate Client Relationship Manager plays a key supporting role within the CRM function, acting as a link between operational teams and clients to help deliver consistent, high quality service.
Relationship Management
- Support the management of client relationships through regular interaction and responsiveness to queries
- Act as a secondary point of contact for assigned clients, ensuring timely and solution oriented responses
- Build a strong understanding of client structures, objectives, and service expectations
- Gather and relay client feedback to internal teams to support continuous improvement
- Coordinate with internal stakeholders (Operations, Product, Compliance, etc.) to ensure effective service delivery
- Assist in preparing for client meetings, including materials and follow up actions
- Ensure consistent quality of communication and maintain a strong client centric approach across all interactions
Service Delivery & Client Support
- Monitor service delivery across assigned clients to ensure agreed standards are met
- Track and follow up on client requests, issues, and deliverables
- Escalate risks or issues appropriately to senior CRM team members
- Support the resolution of operational or service related issues
- Exercise sound judgment in identifying and escalating service, operational, or relationship risks
- Maintain clear tracking of commitments and ensure timely closure of all client related actions
Commercial Support & Growth
- Identify potential opportunities for additional services or solutions based on client needs
- Support senior CRMs in cross selling initiatives and client development activities
- Assist in monitoring scope of services and flag potential scope changes
- Support identification of out of scope activities and contribute to scope alignment discussions
Client Profitability & Administration
- Support basic tracking of client profitability metrics and reporting
- Assist with invoicing coordination and cash collection follow ups where required
- Maintain accurate client records, pipelines, and CRM system updates
Day to Day Role
- Act as a key coordination point between clients and internal teams
- Support the lead CRM in managing client relationships and communications
- Ensure consistent follow through on client commitments and deliverables
- Prepare internal updates, status reports, and management information
- Contribute to a collaborative, client focused team environment
- Support implementation of governance practices (e.g., shared mailboxes, structured communication channels, service models)
- Actively support client experience initiatives, ensuring feedback is captured, tracked, and translated into service improvements
Attributes & Experience
- Approximately 3 5 years of experience in client servicing, relationship management, or operations within Fund Services or Financial Services
- Good understanding of fund structures, client servicing models, and operational processes
- Strong organisational and coordination skills with attention to detail
- Analytical mindset with sound numerical and problem solving abilities
- Bachelor’s degree in finance, business, or a related discipline (professional qualifications are an advantage but not required)
Personal Attributes
- Strong communication and interpersonal skills, with the ability to engage confidently with clients and colleagues
- Client focused mindset with a proactive and solution oriented approach
- Collaborative team player with a willingness to learn and develop
- Commercial awareness with an interest in building client relationships
- Ability to prioritise effectively and manage multiple tasks
- Demonstrates ownership, accountability, and reliability in delivery
- Positive attitude with a strong desire for professional growth
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