Client Relationship Manager

7 months ago


Sydney, Australia Link Group Full time

**Client Relationship Manager - 12-month Fixed Term Contract**

**Overview**:
As a Client Relationship Manager (CRM), your role is pivotal in delivering on Link Market Services Limited's (Link) commitment to understanding, anticipating, and managing the needs and expectations of our clients. This 12-month fixed-term contract, covering a period of maternity leave, is an excellent opportunity for an experienced professional in the financial markets industry, with expertise in share registry and ASX trading. The position will be based in our Sydney CBD office on George Street, with hybrid working arrangements available.

**Key Accountabilities and Main Responsibilities**:

- Maintain and cultivate relationships with fee-paying clients and internal departments, proactively managing client expectations.
- Conduct meetings with clients, anticipating their evolving needs.
- Oversee project and mailing management, including overall responsibility for each client's Annual General Meeting.
- Ensure all registry tasks achieve desired outcomes for both Link and its clients.
- Ensure clients comply with regulatory requirements and contractual terms of business.
- Develop long-term relationships based on knowledge, trust, and added value, fostering stability and incremental income.
- Negotiate appropriate commercial terms that reflect risks and costs while delivering optimal service to the client.
- Achieve new business revenue, tracking progress against targets following company reporting standards.
- Review and provide input into client complaints reporting and client query management reporting.
- Ensure operational controls align with established procedures, mitigating business risks.
- Effectively manage issues and queries against agreed service levels in collaboration with internal departments.

**Experience & Personal Attributes**:

- Proven experience in a relationship management or client-facing role within the financial markets industry (e.g., Share Registry, Capital Markets, or Brokerage).
- Excellent track record of building and maintaining productive relationships, generating cross-selling and new sales opportunities.
- Successful management of clients across diverse industries.
- Demonstrated experience in managing challenging discussions or situations and turning them into positive outcomes.
- Confident and professional communicator with excellent verbal, written, and presentation skills.
- High attention to detail, with proven ability to prioritize work to meet deadlines.
- Team player with the ability to work collaboratively as well as independently when needed.
- Intermediate to advanced proficiency in Word, Excel, Outlook, and PowerPoint.

**What’s it Like to Work Here?**

At Link Group, we've built a supportive and inclusive culture that values diversity, flexibility, and blended working. We are proud to foster an open and transparent environment, prioritizing the health and wellbeing of our people. Continuous learning and skill development are key aspects of our workplace, providing you with the tools needed for career growth and personal development.

If you believe you're a great fit, we invite you to click on the **APPLY button **and join Link Group in shaping the future of financial services.

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.

Our Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, and employee share plans. We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe.

Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division.

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 and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is



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