Client Executive
Core
Manage and grow a portfolio of corporate superannuation clients, focusing on retention, account development, and member growth.
Role type
Senior Client Executive (Superannuation)
Builds
Corporate superannuation accounts and member outcomes
Domain
Financial Services / Superannuation
Deliverable
client delivery
Required skills
RG146 compliance, senior stakeholder relationship management, superannuation industry knowledge, account plan development, issue resolution, regulatory update communication
Preferred skills
strong business acumen, postgraduate or professional qualifications, experience in high-performance financial services environments
Technologies
CRM systems
Responsibilities
Manage and grow a portfolio of corporate super clients; Build effective relationships with employers; Develop and deliver account plans aligned to client needs; Lead client servicing activity including issue resolution; Keep clients informed of industry and regulatory updates; Maintain accurate CRM records.