Client Relationship Manager

1 week ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time

Sydney- Ancillary Areas- PermanentWorking with a leading global firm, the role of a Client Relationship Manager delivers exceptional client service and managing the needs and expectations of clients to ensure maximum revenue potential.

This role also focuses on developing and maintaining strong relationships with clients.

CRMs are ultimately responsible for the premium delivery of services to clients and their investors. This includes managing client expectations, fee discussions, negotiating service level agreements, account planning, cross-selling and strategic initiatives.

Main Responsibilities

  • Maintain and develop relationships with fee paying clients and internal departments, managing client expectations.
  • Meeting with all clients and anticipating client needs.
  • Project and mailing management
  • Ensuring all registry tasks achieve the desired outcomes of its clients.
  • Ensure clients comply with regulatory requirements and the contractual terms of business.
  • Develop long term relationships underpinned by long term contracts based upon knowledge, trust and added value to drive stability of relationship and incremental income.
  • Achieve new business revenue, communicating progress against targets in line with company reporting standards.
  • To review and provide input into client complaints reporting, client query management reporting.

Experience & Personal Attributes

  • 5+ years relationship management or client services experience gained in a financial services sector preferably equity markets, as is a proven track record of building productive relationships and generating both crossselling and new sales opportunities.
  • Ideally and understanding and working experience in share registry
  • Have proven track record of developing and managing clients

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