Client Relationship Manager - North Sydney
Core
Support Senior Financial Advisers in providing advice and ongoing service to new and existing clients.
Role type
Client Relationship Manager
Builds
Client service and administrative functions for financial advisory clients
Domain
Financial Services
Deliverable
client delivery
Required skills
client relationship building, client onboarding, application processing, Salesforce CRM, process improvement
Preferred skills
experience with multiple institutions, month reporting, compliance requirements
Responsibilities
Build strong client relationships to anticipate future needs, manage client service and administrative functions, meet and greet clients, onboard new clients, complete implementation processing and follow-up, review and improve processes, assist with month reporting and compliance
Seniority
Mid-level, hands-on IC
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