Associate Client Relationship Manager
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Key skills for this role
About the Role
Apex Group Ltd is looking for an Associate Client Relationship Manager in Riyadh to support client relationships and service delivery within fund services. The role involves coordinating between operational teams and clients, with a focus on service oversight and client experience.
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
- Coordinate with internal stakeholders to ensure effective service delivery
- Monitor service delivery across assigned clients to ensure agreed standards are met
- Track and follow up on client requests, issues, and deliverables
- Identify potential opportunities for additional services or solutions based on client needs
- Support basic tracking of client profitability metrics and reporting
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
- Strong communication and interpersonal skills
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.
The Role & Key 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.
- Identify potential opportunities for additional services or solutions based on client needs.
- Support senior CRMs in cross selling initiatives and client development activities.
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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