Senior Client Relationship Manager

Location : Sydney

Description

This role will be the main point of contact for all client queries and coordinate internal stakeholders to resolve queries with the highest level of client satisfaction.

Job specification

• Be the dedicated point of contact and proactively manage the relationships of clients by being the trusted advisor and to drive the resolution of issues

• Participate in incident, problems, change request fulfilment and act as the advocate for the client in resolutions

• Development, implementation and monitoring of key account service level agreements with assigned clients (SLA’s)

• Action requests from assigned clients and coordinate internal stakeholders to resolve client queries

• Preparation of client reporting for assigned clients on a monthly/quarterly basis as required

• Assist with co-ordinating new product onboardings for existing and new clients

• Contacting clients regularly to identify their needs, and to ensure they are satisfied with the received service ability to lead face to face meeting with assigned clients

• Champion service offering and capability amongst existing clients

• Act as a leader and mentor to more junior staff within the CRM team

• Administration and maintenance of CRM system - Salesforce to enable efficient communication to existing clients

• Identification and follow through on revenue growth opportunities through cross/up selling, client follow-on business, contract review

• Provide regular reports to internal teams on new / exiting funds as they are known

Skills Required:

• Bachelor Degree in Business or Finance-related discipline

• 4+ years in a client relationship management role

• 5+ years’ experience in funds administration, funds management or a custodian

• At least 8+ years’ experience in a corporate environment

• Advanced experience with Microsoft Suite

What you will get in return:

· A genuinely unique opportunity to be part of an expanding large global business;

· Competitive remuneration commensurate with skills and experience;

· Training and development opportunities

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

“Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.”