Senior Business and Investor Services Support Associate in Sydney

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
• Senior Business and Investor Services Support Associate
• Role Purpose

The role is a senior operational and technical resource within the Contact Centre, responsible for delivering exceptional member and employer experiences while supporting the manager in the day-to-day leadership and development of the team.

Working closely with the manager, this role provides coaching, quality assurance, technical guidance, training, and escalation support to ensure the team consistently delivers high-quality service, compliance outcomes, and positive member experiences.

Key responsibilities include quality monitoring and feedback, capability development, knowledge management, soft skills coaching, handling complex enquiries and complaints, and acting as a trusted reference point for team members.

Key Responsibilities

• Effectively manage inbound and outbound calls for various clients
• Provide outstanding verbal and written customer service
• Be the first contact point for investors, financial advisors, and clients
• Respond to queries by both phone and email in a timely and efficient manner
• Proactively monitor queues and ensure SLAs are met daily
• Assist in driving team engagement, performance, productivity, and service excellence.
• Serve as a key point of contact for team members requiring guidance on processes, technical enquiries, and member service scenarios.
• Provide leadership support during periods of manager absence or increased operational demand.
• Conduct regular quality assurance reviews of member interactions across phone, email, and written correspondence.
• Deliver constructive and timely feedback to team members that supports continuous improvement.
• Prepare and maintain quality assurance reporting, trend analysis, and insights for management.
• Monitor adherence to service standards, member outcomes, compliance requirements, and quality expectations.
• Provide ongoing coaching and support to improve communication, empathy, active listening, member engagement, and call control techniques.
• Coach team members on effective objection handling, difficult conversations, and de-escalation techniques.
• Reinforce customer-centric behaviours and service excellence standards.
• Support the development of professional written communication skills across email and correspondence channels.
• Promote a culture of accountability, confidence, and continuous learning.
• Organizing and maintain the mailroom and all supplies
• Collect, receive, sort and distribute mail to proper recipients or departments
• Preparation and execution of mailouts, including franking of envelopes
• Other ad hoc administrative duties, as required

Skills Required

• Demonstrated experience (at least 2 years) within a contact centre or administration environment.
• Experience conducting coaching, training, mentoring, or quality assurance activities.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Advanced stakeholder management and customer service skills.
• Strong organisational and time management capability.
• Knowledge of complaint handling frameworks and dispute resolution processes.
• What you will get in return
• A genuinely unique opportunity to be part of an expanding large global business.
• Competitive remuneration commensurate with skills and experience.
• Training and development opportunities.

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 corporate-social-responsibility/

Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential.

Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder.

Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position.

Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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.

Positive change starts with you.

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
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