The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from information delivery and regulatory products to fund platforms and tax services. The globally distributed service model has rapidly expanded through a combination of organic growth and more recently bolstered by acquisition. Service is now delivered by over 10,000 staff across 50 offices. The Apex Group administers circa $2.3 trillion in assets, including the investments of some of the largest funds and institutional investors in the world

Customer Service Representative

The Role & Key Responsibilities:

Provide inbound customer service phone support to shareholders of mutual funds and other registered and unregistered financial products. Work closely with internal groups to assist in providing high level customer service to our shareholders.

• Provide customer service phone support;
• Provide outbound correspondence to shareholders as necessary
• Work on projects as directed by management;
• Set priorities, meet deadlines and handle multiple projects in a fast-paced environment;
• Provide status updates to management on deliverables and escalate items as appropriate;
• Ensure deliverables are produced and reviewed to a high standard, in accordance with fund documentation, regulatory requirements and policies and procedures and delivered timely;
• Build strong working relationships with colleagues, clients, trustees and fund service providers;
• Collaborate with colleagues to identify and implement process improvements;
• Ensure all forms of communication are professional and appropriately address recipients;
• Contribute to a healthy and positive working environment;
• Provide cover to colleagues as required;
• Complete required training and
• Act in accordance with the Apex’s Code of Conduct and follow company procedures

Skills and attributes for success:

Provide inbound customer service phone support to shareholders of mutual funds another registered and unregistered financial products. Work closely with internal groups to assist in providing high level customer service to our shareholders.

• Provide customer service phone support;
• Provide outbound correspondence to shareholders as necessary
• Work on projects as directed by management;
• Set priorities, meet deadlines and handle multiple projects in a fast-paced environment;
• Provide status updates to management on deliverables and escalate items as appropriate;
• Ensure deliverables are produced and reviewed to a high standard, in accordance with fund documentation, regulatory requirements and policies and procedures and delivered timely;
• Build strong working relationships with colleagues, clients, trustees and fund service providers;
• Collaborate with colleagues to identify and implement process improvements;
• Ensure all forms of communication are professional and appropriately address recipients;
• Contribute to a healthy and positive working environment;
• Provide cover to colleagues as required;
• Complete required training
• Act in accordance with the Apex’s Code of Conduct and follow company procedures.

What you will get in return:

• A high level of visibility within a large organisation on an upwards trajectory
• The ability to define marketing processes to drive innovation and have a tangible impact on the business
• Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
• Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.
• Opportunity to work with a diverse, agile and global marketing team.
• The opportunity to innovate, bring discipline to brand activity and really make a difference.

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 dependants, 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 https://theapexgroup.com/csr-policy/