Client Service Manager

1 week ago

Melbourne, Victoria, Australia Link Group Full time

Overview


The role of a Client Service Manager (CSM) is to deliver against Link Fund Solutions (Link) client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential and service needs.


Working as an integral part of the business, you will be responsible for delivering and facilitating client meeting and monitoring services of client transactions and growth for LFS business.

This also includes additional business for existing clients such as new mandates, new funds (or classes / series within existing funds) and as needed vendor management to support our service offering.


Key Accountabilities and main responsibilities

  • CSM's are responsible for the premium delivery of services to LFS's clients.
  • Managing client expectations, negotiating service level agreements, account planning, cross selling and strategic initiatives.
  • Building and maintaining strong working relationships with client contacts
  • Identification of revenue and service opportunities new and existing clients
  • Project management and support as needed
  • Report production on a weekly and monthly basis (e.g. statistics, end of month reports, billing and client fees)
  • Project management and support as needed

Experience & Personal Attributes

  • Extensive relationship experience gained in financial services is essential, as is a proven track record of building productive relationships.
  • An understanding or the capacity and willingness to quickly gain and understanding of the securities industry and associated regulatory and legislative environments.
  • Custody services, fund administration, banking, stock broking or related finance industry experience
  • Tertiary qualification in business / financial markets / securities industry
  • 2+ years' experience in a client facing role with Funds Management outsourced administration industry knowledge
  • 5+ years' previous experience in fund management/Custodial administration

Wha t's it like to work here?**We're proud to have created a culture and work environment that is supportive, values diversity, inclusion, flexibility, and blended working. We pride ourselves on being open and transparent and we genuinely value the health and wellbeing of our people. Joining Link Group means you'll join an employer who fosters pathways for continuous learning and skill development, providing you with the tools you need to focus on career growth and personal development.

We provide a range of benefits including:

  • Supporting you along your journey to retirement, offering salary sacrificing via Superannuation
  • Enabling you to plan for your families future via our paid parental leave scheme
  • Wellness programs, including rewards and resourced tailored to support you and your family
  • Providing a variety of employee discounts and services, including health insurance
  • We'll enable you to work in a blended working environment via our FlexiWorks program
  • Rewarding you for your hard work via our recognition program
  • You'll even be paid to give back to the community via volunteer leave

Whats Next?
If you think you're a great fit, we'd love to hear from you. Just click on the
APPLY button. Successful applicants will be required to complete background screening prior to commencement of this role. Please be aware that sponsorship is not available for this role.

Link Group is a leading fund administration and share registry specialist.

We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs.

Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner.

Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.

We are a leading independent Authorised Fund Manager and provider of fund administration and transfer agency services.

We leverage our specialist knowledge and technology to support traditional and alternative funds in UK, Ireland, Luxembourg and Australia.

With a focus on strong governance, regulatory expertise and risk management, our business helps to manage regulatory compliance for asset managers and investors.


Our unique place in the market, combined with our partnership approach, depth of experience and well-invested systems, enables us to support investment managers through the challenges of changing market and investor needs, and, as a result, help them to enhance returns, minimise costs and mitigate their risks.


Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents

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