Client Relationship Manager
On-site · Australia
Core
Foster and maintain strong relationships with clients in the financial services sector to ensure satisfaction and drive business growth.
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, Microsoft Office Suite proficiency, CRM software familiarity, regulatory awareness
Responsibilities
Develop and maintain client relationships, act as primary point of contact for inquiries, collaborate with internal teams, conduct client follow-ups, prepare client presentations and reports, stay updated on industry trends and regulatory changes