ESG – CRM – Senior Associate – Apex Group Ltd

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and 10,000 employees upon the close of announced acquisitions, Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

The Role & Key Responsibilities

• Provide day-to-day support to the Global CRMs team
• Coordinating on-boarding and kick-off calls with clients
• Mapping out the project timeline and workload
• Ensure all aspects of client engagement and delivery are coordinated, aligned and efficient
• Ensure a consistently high quality of report delivery, both in content and timing, reflective of the client needs, ESG priorities and high impact potential
• Proactively identify aspects of the delivery process and products themselves that can be improved to ensure that Apex ESG remains efficient and best-in-class
• Prepare and maintain project tracker to ensure all the projects are updated on timely basis
• Sales co-ordination: Diary booking, assigning the right ESG person to the right demo, pre-demo prospect profiling
• Maintain prospect database
• Maintenance of Salesforce for new/ existing sales lead
• Support Global CRMs to prepare client feedback presentations / client proposals
• Assist in client questionnaire and perform analysis on the results
• Manage client queries on ESG products
• Support CRMs to build strategies with ongoing contact with clients and PCs for upsell opportunities
• Manage sales support function for ESG
• Work independently and in collaboration with a wide team of CRMs across regions
• Coordinate new portfolio companies set up in ESG portal
• Coordinate with clients / PCs facing issues related ESG portal
• Prepare dashboard for management team to monitor progress of prospects
• The role involves extensive on-the-job learning and candidates must be self-motivated

Skills Required

• Master’s degree in Marketing / Finance would be an advantage
• 3-5 years of experience as Client support / services / relationship / for ESG or Private Equity services is preferred
• Experience in a client facing role, preferably with high profile, international clients
• The ability to engage, build rapport and influence a wide range of stakeholders, internal and external, for the good of our philosophy to drive positive change for people and planet
• Excellent organizational skills, attention to detail, time management and prioritization
• IT skills: Microsoft Office (Excel, PowerPoint, Word) to a high level is essential

What you will get in return

• A genuinely unique opportunity to help support the development and delivery of a pioneering product
• Significant day-to-day responsibility to contribute to the team and demonstrate your own abilities
• Learning opportunities across a variety of research-based skills and sustainability topics
• Experience with a highly respected multinational organization in the financial sector
• Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world

Additional Information

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR page.

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: cosi.applyindia@apexgroup.com