Director of Client Relationship Management Toronto

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...

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