Client Relationship Manager
Core
Manage and strengthen relationships with a portfolio of clients to ensure exceptional service delivery and support long-term client outcomes within a complex financial services environment.
Role type
Client Relationship Manager
Builds
Client relationships, account planning, and service delivery for a diverse portfolio of clients
Domain
Financial Services (Pension & Market Services)
Deliverable
client delivery
Required skills
Client relationship management, account management, stakeholder management, problem-solving, attention to detail, Microsoft Office proficiency
Preferred skills
Share registry experience, Employee Share Plans experience, Investor Relations experience, Corporate services experience, Banking/wealth management experience
Responsibilities
Develop and maintain strong relationships with clients and internal stakeholders, understand client needs and provide proactive support, manage client expectations and contribute to retention, coordinate client deliverables, reporting, projects and AGMs, resolve client queries and issues within agreed service levels, support invoicing, disbursements and commercial processes
Seniority
Mid-level, hands-on IC
