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Client Service Delivery Lead
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The Apex Group
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
We are seeking a Client Service Delivery Lead to play a key role in the continued growth of a strategic client relationship and our expanding Private Debt platform.
This leadership opportunity offers the chance to combine technical expertise, client partnership, team leadership, and strategic influence in a highly collaborative environment. You will lead the delivery and development of a portfolio of complex private debt structures while supporting the growth and success of talented teams across multiple jurisdictions.
If you are looking for an opportunity to combine client leadership, team development, and operational excellence within a growing private debt platform, we would be pleased to hear from you.
In This Role, You Will
- Lead the delivery and oversight of complex private debt fund structures across multiple jurisdictions, ensuring high-quality service and operational excellence.
- Act as a trusted advisor and senior relationship lead for key clients, building long-term partnerships and delivering exceptional client experiences.
- Collaborate with internal and external stakeholders to identify opportunities for service enhancement and process improvement.
- Take ownership of the operational delivery of assigned client structures across fund administration and accounting services.
- Support, mentor, and develop high-performing teams while fostering an inclusive and collaborative culture.
- Oversee accounting, reporting, investor servicing, and financial operations activities, ensuring accuracy and timely delivery.
- Review and oversee financial statements, investor reporting, and management reporting.
- Serve as a senior escalation point for clients, auditors, regulators, and internal stakeholders.
- Lead governance, regulatory, and management reporting processes.
- Partner closely with teams across Luxembourg, Ireland, and India to ensure effective service delivery, workload planning, and talent development.
- Support commercial initiatives, including client proposals, service reviews, and business development opportunities.
- Drive continuous improvement, innovation, and technology-enabled solutions across the business.
- Contribute to the growth and long-term success of one of Apex's key strategic client relationships.
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We are interested in professionals who bring a combination of technical expertise, leadership capability, and a collaborative mindset.
You May Be a Strong Fit If You Have
- A professional accounting qualification (ACCA, ACA, CPA, or equivalent).
- Significant experience within fund accounting, fund administration, or financial services.
- Experience working with Private Debt, Credit, Direct Lending, or alternative investment structures.
- Knowledge of Lux GAAP and US GAAP.
- Experience overseeing complex fund structures and client service delivery.
- An understanding of private debt fund operations, investor reporting, and fund lifecycle management.
- Experience reviewing financial statements and reporting for alternative investment vehicles.
- Leadership experience supporting and developing teams, ideally across multiple locations.
- Strong relationship management and stakeholder engagement skills.
- The ability to communicate effectively and build trust with clients, colleagues, and senior stakeholders.
- A proactive approach to problem-solving, continuous improvement, and delivering excellent client outcomes.
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Why Join Apex?
- Opportunity to lead a strategically important client relationship.
- Highly visible role with meaningful impact on the future growth of the Private Debt platform.
- Collaborative and inclusive international environment.
- Exposure to complex and sophisticated alternative investment structures.
- Strong focus on professional development, leadership growth, and career progression.
- Opportunity to mentor and develop teams across multiple jurisdictions.
- Flexible and supportive culture that values diverse perspectives and experiences.
Please note that a background check will be conducted as part of the hiring process once a job offer has been made. In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.
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.
For further information, and to apply, please visit our website via the “Apply” button below.
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