• Provide comprehensive administrative and operational support within the financial advisor’s practice. • Enhance client relationships, ensuring compliance with industry regulations, and supporting the firm’s growth initiatives. • Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and educating them on firm services and solutions. • Assist with account-related requests, including transactions, maintenance, and online access, while ensuring compliance with regulatory standards. • Manage client onboarding by collecting documentation, assessing risk profiles, and maintaining accurate records. • Prepare reports and meeting materials, monitor account alerts, and support audits and regulatory reviews. • Collaborate with financial advisors on business plans, marketing initiatives, and client engagement strategies. • Perform administrative tasks such as scheduling, travel arrangements, and expense reporting.

Role Description Under general supervision, the Client Relations Coordinator will provide direct support and liaison to the Client Relations Management to perform related work as required. - Manage all initial communication with clients across multiple channels (email, calls, chat, etc.) - Build and maintain comprehensive client profiles within the CRM system - Qualify inbound leads through initial assessment of client background, preferences, and requirements - Assign high-value and suitable leads to Client Relations Directors - Support the team throughout all stages of the deal-closing process - Ensure accuracy, completeness, and proper tracking of data within the CRM system - Monitor and trace lead sources to support marketing insights and future initiatives - Prepare documents and conduct research as needed to support client requirements - Prepare PAC (Pricing and Availability Check) templates based on client requirements - Reach out to property owners and managers to confirm availability, pricing, and terms - Assist in creating proposals based on provided instructions - Submit proposals for review and approval by the Team Lead and/or Director - Perform other related tasks as assigned by the Client Relations Director – Operations Qualifications - 3+ years of focus experience with hotel, travel, concierge & executive support - Experience with luxury or high-net-worth clients is preferred but not required - Bachelor's degree is a minimum educational requirement - Exceptional verbal and written English communication skills - Strong experience with CRM, Google Suite, and other organizational tools - Multi-tasking capabilities and working effectively under deadlines - Knowledge of customer service principles and best practices - Focuses and works together with team members in accomplishing work objectives - Actively appreciates the diverse capabilities, insights, and ideas of others and working effectively - Sets high standards of performance for self-assuming responsibility and accountability Benefits - Competitive gross monthly salary ranging from €1,200 to €1,400 - Performance-based bonus structure - Minimum of 20 days of paid time off annually - Paid public holidays in accordance with the Serbian holiday calendar - Paid sick leave in accordance with applicable Serbian labor law - Work equipment stipend - Private health insurance - Flexible work schedule, subject to business needs and management approval

• Lead the growth of Apex’s infrastructure services within your designated local market. • Develop and execute a strategic plan to expand relationships with municipal, utility, and public-sector clients. • Leverage existing client relationships and your market insight to establish Apex as a trusted regional partner. • Collaborate with Divisional and Regional Leadership to align local efforts with Apex’s broader infrastructure strategy. • Serve as a trusted advisor to municipal and utility clients, understanding their infrastructure priorities and funding mechanisms. • Identify and pursue new project opportunities, lead proposal development, and manage interview and negotiation processes. • Drive cross-selling of Apex’s complementary environmental, construction, and compliance services. • Represent Apex at professional associations, technical committees, and industry conferences. • Oversee delivery of municipal infrastructure projects including water and wastewater treatment, distribution/collection systems, stormwater management, transportation or civil engineering. • Ensure technical excellence, quality control, and adherence to scope, schedule, and budget. • Provide technical leadership, mentoring, and QA/QC oversight to project teams. • Manage project performance, including backlog, utilization, and profitability metrics. • Recruit, mentor, and develop engineers, project managers, and technical staff to grow Apex’s local presence. • Foster a collaborative, high-performance culture focused on client satisfaction and technical excellence.

• Executive Assistant/Client Support Lead at Coconut managing client interactions • Works part-time assisting clients and leading customer meetings for a remote team • Oversees client reporting needs, supports an India-based team, and adapts processes continually