Client Success Manager

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.

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