Client Relationship Manager
Core
Manage trusted relationships with a portfolio of corporate clients in financial services, ensuring high-standard service delivery and identifying growth opportunities.
Role type
Client Relationship Manager
Builds
High-quality client services and client projects
Domain
Financial services (Pension & Market Services)
Deliverable
client delivery
Required skills
client relationship management, corporate client management, financial services experience, stakeholder management, project coordination, account planning, commercial awareness, invoice monitoring, regulatory compliance
Preferred skills
experience in banking, wealth management, superannuation, funds management, share registry, or corporate trust
Technologies
Microsoft Word, Excel, Outlook, PowerPoint
Responsibilities
Build and maintain strong relationships with corporate clients; understand client needs and identify experience improvement opportunities; manage client queries, issues, and requests; coordinate client projects and key activities; support client account planning and service reviews; identify opportunities for new business and revenue growth; monitor client invoices and support timely recovery of disbursements; ensure activities align with contractual and regulatory requirements.
Seniority
Individual Contributor
