Teams at Apex Group

Provides senior contact centre support for investors, financial advisers, employers, and clients. Responsibilities include handling enquiries and complaints, coaching team members, conducting quality assurance reviews, monitoring service and compliance standards, preparing reporting, supporting leadership, managing knowledge and training, and completing mailroom and administrative duties.

Manages transfer agency client relationships and oversees offshore service delivery. Responsibilities include quality assurance for investor transactions, reviewing statements and reconciliations, managing compliance requirements, resolving Calastone issues, executing fee rebate transactions, preparing client reports, and addressing client queries while ensuring service quality and SLA adherence.

Manages incidents and complaints within superannuation administration, including impact assessments, root cause analysis, remediation planning, post-incident reviews, reporting, and systemic issue identification. The role coordinates internal and external stakeholders, implements control improvements, calculates remediation compensation, supports client incident meetings, and documents learnings to prevent recurrence. RG 146 and strong knowledge of superannuation obligations are required.