Job Description

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.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

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 Required:

• 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.

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have five (5) days in office requirement.

Salary ranges from USD $40,000.00 – USD $45,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance. Compensation within this range is dependent on individual's skills, experience and qualifications.

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