At a Glance
- Tasks: Lead client engagement and drive meaningful ESG improvements for high-profile investment managers.
- Company: Join a global leader in fund administration and sustainability solutions.
- Benefits: Hybrid working, career growth opportunities, and a supportive team culture.
- Other info: Dynamic environment with opportunities to innovate and collaborate across teams.
- Why this job: Be a trusted advisor and make a real impact on sustainability initiatives.
- Qualifications: 4+ years in client-facing roles, strong communication skills, and a passion for sustainability.
The predicted salary is between 49500 - 60500 £ per year.
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.
About Holtara
The economic system has delivered unprecedented prosperity — but often at significant environmental and social cost.
The time has come to forge a new path and transition to a more sustainable economy.
Holtara is leading the way in building effective ESG & sustainability programs, combining expert advisory with award-winning platforms.
For over 15 years, we’ve empowered investors, managers, and companies to leave a legacy they can genuinely be proud of.
As part of the global Apex Group, our 130‑strong team spans Amsterdam, London, the US, Spain, and India — united by a shared ambition to drive meaningful change.
We offer a unique combination of advisory and technology services across the investment lifecycle, helping businesses make a real impact today for a more sustainable tomorrow.
The role: Client Success Manager
We are looking for a Client Success Manager to act as the primary liaison for UK clients, typically high-profile investment managers across private equity and private credit.
The Client Success Manager will lead client engagement, communication, and coordination post-onboarding, supporting clients and their portfolio companies to drive meaningful and measurable ESG improvements.
The ideal candidate will have experience in a client-facing role, ideally within a Saa S B2B, financial services, ESG, consulting, or technology environment.
They will be able to demonstrate how they have built trusted client relationships, maintained client loyalty, and identified opportunities to expand the value delivered to clients.
As a Client Success Manager, you will own a portfolio of clients, nurture senior relationships, and ensure that the full potential of Holtara’s advisory and platform offerings are realised across our existing client base.
Your main goal will be to become a trusted advisor to your clients.
What you will do
- Act as the primary relationship lead for a portfolio of UK clients, ensuring strong engagement, communication, and delivery throughout the client lifecycle.
- Coordinate all aspects of client engagement and delivery, ensuring projects are aligned, efficient, and delivered to a high standard.
- Ensure consistently high-quality report delivery, both in content and timing, reflecting client needs, ESG priorities, and areas of high-impact potential.
- Proactively identify opportunities to improve delivery processes, client experience, and product effectiveness to ensure Holtara remains efficient and best‑in‑class.
- Proactively identify, develop, and support the conversion of advisory opportunities across ESG due diligence, climate transition, sustainability value creation, ESG reporting, regulatory readiness, sustainable finance, and impact.
- Work closely with Holtara. io (our sustainability platform) and technology colleagues to ensure client feedback is represented in our product roadmap.
- Collaborate with internal teams, including advisory, platform, and commercial colleagues, to ensure client needs are understood and effectively addressed.
What you bring
- 4+ years of experience in a client-facing role, ideally within Client Success, Account Management, Sales, Consulting, ESG, financial services, or technology.
- Experience managing high-profile or international clients, with a proven ability to build trusted relationships.
- Experience working with Saa S platforms or technology-enabled services.
- Strong collaboration skills, with the ability to work effectively across multiple internal teams to achieve client goals.
- Excellent communication and influencing skills, including strong written, presentation, and video conference skills.
- Experience delivering multi‑faceted projects involving client meetings, internal coordination, data management, and report delivery.
- A proactive, ambitious, and open‑minded approach, with strong problem‑solving skills.
- ESG/sustainability knowledge is an advantage but not essential. However, a willingness to learn about and develop knowledge of ESG and sustainability topics is required.
- Strong organisational skills, structured ways of working, and exceptional attention to detail.
- A genuine interest in sustainability, technology, data, and scalable client solutions.
- Resilience, adaptability, and the ability to manage competing priorities in a fast‑paced environment.
- A strong networking mindset, with willingness to attend and represent Holtara at relevant industry events.
- A technology‑focused mindset, with comfort working with data, platform‑enabled advisory models, and AI‑enabled delivery.
- Practical details
Location: London, hybrid working, with travel to in person client meetings as required.
About Apex Group
We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices.
Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent.
Today, we set the pace in asset servicing and stand out for our unique single‑source solution and unified cross asset‑class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross‑jurisdictional expertise delivered by a long‑standing management team and over 13,000 highly integrated professionals.
We’re a people‑powered business, and our people are full of ambition.
Together, we’re inspired to lead the new era of data and tech enabled service.
Bringing new products and services to market.
Sharpening our client focus.
Disrupting the market to exceed expectations.
Innovating across a range of specialisms.
With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies.
Prepare to accelerate.
We’re a people‑powered business with a vision to inspire a new era of service‑led Fin Tech.
We’re expanding globally and offering more to our clients.
This means you get more opportunities to grow with us.
So prepare to accelerate.
We’ll make sure the time and effort you put in takes you further, faster.
The journey is yours to own.
When you stretch yourself, you grow.
We want you to explore ways of working that will see you thrive as part of something bigger.
We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders.
All the things you need to own your unique journey.
- Find out more about us
- #J-18808-Ljbffr
Client Success Manager employer: APEX Group
Apex Group in St Peter Port is an exceptional employer that prioritises service excellence and employee development. With a dynamic work culture, employees benefit from mentorship opportunities and a collaborative environment that fosters growth and innovation. Joining Apex means being part of a forward-thinking team dedicated to delivering outstanding client service while enjoying the unique advantages of working in a vibrant location.
StudySmarter Expert Advice🤫
We think this is how you could land Client Success Manager
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at APEX Group. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like APEX Group before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Success Manager
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to APEX Group:Your cover letter is your chance to shine! Tell us why you want to work at APEX Group specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at APEX Group!
How to prepare for a job interview at APEX Group
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
