Client Services Manager

1 week ago

Brisbane, Queensland, Australia Perigon Group Full time
Full time, permanent role

  • CBD Location
  • Flexible working options

The Organisation
This global infrastructure fund is truly market leading in its reputation and international footprint.

With an impressive and diverse portfolio of assets and the head office in Australia, they are also well established with strong teams in both the UK And US.


The Role
Reporting into the Head of Client Relationships, the Client Services Manager will

provide high quality client service, business development and relationship management activities to the fund's large client base.

Key Responsibilities include;

  • Prepare and present regular investment updates to selected clients either individually or in collaboration with other teams.
  • Develop and maintain a deep understanding of the investment products and capabilities used to build portfolios for the client base
  • Regularly communicate client priorities across internal stakeholders.
  • Provide insights and investor strategy preferences to support product innovation.
  • Responsible for managing a portfolio of clients.
  • Present with influence to client Boards, Committees, management and consultants.
  • Ensure value adding client meetings through coordination, preparation and distribution of presentations (power point) briefing notes and agendas and arrangement of preparation meetings.
  • Track, capture, monitor and maintain accurate client information, insights, activities, requests, communication preference and engagement plans in CRM (Dynamics).
  • Coordinate, maintain and review Investment Management Agreements and other agreements with clients (in association with relevant service providers (Risk and Legal)).
  • Prospect for new clients
  • Coordinate onboarding / offboarding, client agreement execution/reviews and operationalisation, management of client obligations and additional services.

About You

  • 5+ years' postgraduate experience preferably in investment management, professional services, or relevant
  • Aligned tertiary qualifications (Business, Finance, Commerce or Economics)
  • Interest in funds management and financial markets
  • Selfstarter with strong organisational, time management and prioritisation skills
  • Strong: verbal and written communication skills, attention to detail and analytical skills
  • Proficiency in Microsoft Office (Excel, Word and PowerPoint) and Client Relationship Management (CRM) systems and reporting tools (Microsoft Dynamics CRM).
  • Demonstrated initiative, drive and professionalism and ability to "think, question and challenge" with a clientled commercial mindset

  • Client Services Manager

    1 week ago

    Brisbane, Queensland, Australia CMBM Facility Services Full time

    CMBM (Clean, Maintain, Build, Manage) is a well-established Queensland owned and operated Facility Services and Cleaning business, enjoying continued growth throughout the State.We are looking for a conscientious, performance-driven Client Services Manager to oversee Cleaning operations Schools.Part time position - 30 hours a week.Reporting to the Operations...

  • Client Services Manager

    1 week ago

    Brisbane, Queensland, Australia DSC SALES SYSTEM Full time

    Position: Client Service ManagerLocation: Brisbane Salary: $120,000 OTE (On-Target Earnings)Employment Type: Full-TimeReports To: Founder/VP of Sales About Us: The DSC Sales System, supports Fortune 500, Blue Chip and fast scaling startup's generate more sales. We are the leaders of innovation, AI and systemisation for companies globally. We are seeking a...

  • Client Service Manager

    1 week ago

    Brisbane, Queensland, Australia DSC Sales System Full time

    Reports To: Founder/VP of Sales About Us: The DSC Sales System, supports Fortune 500, Blue Chip and fast scaling startup's generate more sales. We are the leaders of innovation, AI and systemisation for companies globally. We are seeking a dynamic and experienced Client Service Manager to join our team and help us maintain and enhance our client...

  • Client Services Manager

    1 week ago

    Brisbane, Queensland, Australia CW Recruitment & Consulting Full time

    My client is a successful Chartered Accounting firm who are focused on providing a holistic solution for their clients. Combining their industry experience with their strategic advice, they assist to articulate business goals, implement practical solutions to maximise their client's potential. They currently are seeking an experienced Client Services...

  • Client Service Manager

    1 week ago

    Brisbane, Queensland, Australia Aon Corporation Full time

    Posting Description: You will be joining a high performing team with excellent growth opportunities Position will be based in Brisbane, Queensland Flexible working arrangements availableClient Services ManagerWe are seeking a Client Service Manager within the Brisbane region to join our National Small Business team who support the retention and growth for...

  • Client Services Manager

    1 week ago

    Brisbane, Queensland, Australia CW Recruitment Full time

    My Client:My client takes the time to build relationships with their customers and staff. They are passionate about establishing and developing their client relationships based on trust, integrity, communication and honesty. Their clients are diverse and range from professionals to multi-generational family offices, to private businesses operating in a range...

  • Client Services Manager

    1 week ago

    Brisbane, Queensland, Australia Fuse Recruitment Full time

    Are you a client services or broker support professional looking to step up into a role that manages end-to-end support for a brokerage?Join an award-winning brokerage that prioritises education and empowerment of its clients to achieve financial outcomes that change people's lives. The team is collaborative, driven to improve efficiencies and values...

  • Client Services Manager

    1 week ago

    Brisbane, Queensland, Australia The State of Queensland Full time

    Justice and Attorney-General (Organisation site ) Reform & Support Services; Queensland Courts Service; Courts and Tribunals; Brisbane City Client Services Manager, is a key role in the Recording and Transcription Services team, responsible for the end to end processes of providing audio and transcripts to Queensland Courts and tribunals and Court...

  • Property Manager

    1 week ago

    Brisbane, Queensland, Australia The Onsite Manager Full time

    Property Manager - High Rise Environment:$70k Plus Entitlements:Full Time Management employment, Greater Brisbane Region:WE ARE HIRING EXPERIENCED PROPERTY MANAGER/S TO JOIN OUR MANAGEMENT TEAMThis role requires an experienced Property Manager for an ongoing assignment. The properties are all in a resort-style inner city complex of Brisbane. No Need to...

  • Client Services Manager

    1 week ago

    Brisbane, Queensland, Australia The State of Queensland Full time

    Reform & Support Services; Queensland Courts Service; Courts and Tribunals; Brisbane City Client Services Manager, is a key role in the Recording and Transcription Services team, responsible for the end to end processes of providing audio and transcripts to Queensland Courts and tribunals and Court users.Reporting to the Executive Manager, RTS Operations,...

  • Client Services Manager

    1 week ago

    Brisbane, Queensland, Australia FUJIFILM Full time

    Exciting opportunity to work for a global organisation Close knit, diverse and collaborative team culture Work in a 2/3 day hybrid split modelOUR STORYFUJIFILM have a proud history of providing innovative products and services that contribute to the advancement of culture, science, technology and industry, as well as improved health and environmental...

  • Service Manager

    1 week ago

    Brisbane, Queensland, Australia Lutheran Services Full time

    Are you passionate about supporting Domestic and Family Violence services to help clients take steps towards a life free of violence? About Us: Part of Lutheran Services, our Domestic and Family Violence refuge provides a secure, supportive and sociable place for women and children to rebuild lives and connect with others. The refuge accommodation offers...

  • Service Manager

    1 week ago

    Brisbane, Queensland, Australia Lutheran Services Full time

    Are you passionate about supporting Domestic and Family Violence services to help clients take steps towards a life free of violence?About Us:Part of Lutheran Services, our Domestic and Family Violence refuge provides a secure, supportive and sociable place for women and children to rebuild lives and connect with others. The refuge accommodation offers...

  • Service Manager, Client Technology Services

    1 week ago

    Brisbane, Queensland, Australia Queensland University of Technology Full time

    $130,932 to $146,44- Ongoing, full-time Kelvin Grove (hybrid option available)Who are we looking for?Queensland University of Technology (QUT) is seeking a Service Manager, Client Technology Services & Support to join Digital Business Solution, Administrative Division.The Service Manager, Client Technology Services and Support works with a range of...

  • Service Manager

    1 week ago

    Brisbane, Queensland, Australia Cocoon Group Services Full time

    Service Manager (Permanent Full-time) Queensland Position Purpose The purpose of this role is to lead operational teams, ensuring services reflect customer needs and deliver agreed quality outcomes for customers and the organisation. Service Managers handle and resolve client queries, develop strategies for the improvement of service delivery to our...

  • Manager, Client Services

    1 week ago

    Brisbane, Queensland, Australia Education Full time

    About Us:Education Queensland International (EQI) develops and promotes programs for international students who want to study at a Queensland Government primary or secondary school.We are one of the largest provider of international student programs in Australia. We offer world-class education, a safe and healthy lifestyle in Queensland, unique cultural...

  • Client Services Representative

    1 week ago

    Brisbane, Queensland, Australia Underwriting Solutions Full time

    Company DescriptionWe help the world see new possibilities and inspire change for better tomorrows. Our analytic solutions bridge content, data, and analytics to help business, people, and society become stronger, more resilient, and sustainable.Job Description:Main purpose of the job including responsibilities:Reporting to the Regional Manager, the Client...

  • Client Services Officer

    1 week ago

    Brisbane, Queensland, Australia The Andersen Partnership Full time

    Company Overview:TAP has partnered with a leading wealth management firm dedicated to providing exceptional financial advice and services to their valued clients. With a commitment to excellence and a client-centric approach, our client strives to deliver comprehensive solutions that meet their clients' financial goals. Due to an internal promotion, we are...

  • Client Services Coordinator

    1 week ago

    Brisbane, Queensland, Australia Moore Australia (QLDNNSW) Full time

    Introduction:Are you an Administration Assistant/Coordinator with exceptional organisational skills, a passion for supporting others and a desire to learn more? If yes, then we have a fantastic opportunity for you to join our SuperSense team Our team is supportive, driven and down to earth.About the roleBased in our Brisbane CBD office we are looking for a...

  • Service Manager

    1 week ago

    Brisbane, Queensland, Australia Nexus Executive Services Full time

    Industry Leading Agricultural Technology OEMManage After-sales Service & Customer SupportRewarding Role + Attractive Remuneration + Lifestyle Location***This is an exciting opportunity to join an innovative and rapidly growing industry leader and to play a key role in the continued development of world first automation technology, while enjoying the...