Client Relationship Manager
On-site · Australia
Core
Foster and maintain strong relationships with clients to understand their needs and provide tailored financial solutions.
Role type
entry-level client relationship manager
Builds
client satisfaction and business growth
Domain
financial services
Deliverable
client delivery
Required skills
relationship building, client communication, financial product knowledge, presentation preparation, industry trend analysis, CRM software proficiency
Responsibilities
Develop and maintain strong relationships with clients, act as primary point of contact for inquiries, collaborate with internal teams, conduct regular client follow-ups, assist in preparing client presentations and reports, stay updated on industry trends and regulatory changes