Client Relationship Manager, Equity Plan Solutions

8 months ago

Brisbane, Australia Link Group Full time

**Join Link Group as a Client Relationship Manager (CRM), Equity Plan Solutions - Brisbane, Sydney, or Melbourne**

**About Us**:At Link Group, we are dedicated to understanding, anticipating, and managing the diverse needs of our clients in employee share plans. As a leading financial services provider, we take pride in delivering premium services while fostering a culture that values diversity, inclusion, flexibility, accessibility, and blended working.

**Role Overview**:As a Client Relationship Manager (CRM), you will play a pivotal role in ensuring maximum revenue potential and maintaining robust relationships with our Equity Plan Solutions (EPS) clients. Your responsibilities encompass project management, negotiation of service level agreements, account planning, cross-selling, and strategic initiatives.

**Key Accountabilities and Main Responsibilities**:

- Project manage or oversee Equity Plan Solutions (EPS) work
- Act as the primary contact for EPS client matters within Link
- Develop and maintain centralized client databases
- Promote EPS and other Link services to existing and potential clients
- Review and maximize business opportunities within existing share plans
- Build and maintain relationships to ensure client retention
- Manage internal stakeholders and coordinate service delivery to clients
- Contribute to the strategic development of Link
- Develop and maintain a working relationship with client company secretaries
- Produce reports on a weekly and monthly basis
- Identify business opportunities and registry needs of clients
- Ensure timely preparation and dispatch of client invoices
- Identify and mitigate relevant business risks

**Experience & Personal Attributes**:

- Relationship Management or Business Development experience in the services sector, within the financial markets industry.
- Proven track record of building productive relationships and generating sales opportunities.
- University qualified with a preference for business/finance/accounting qualifications.
- Experience working with data and using data to build compelling insights and reporting
- Project management, process management, and analytical skills
- Advanced Microsoft Word and Excel skills
- Ability to work under pressure with accuracy and efficiency
- Excellent verbal and written communication skills

**We Offer**:

- Salary sacrificing via Superannuation
- Paid parental leave scheme
- Employee discounts, including health insurance
- Hybrid working model
- Volunteer leave

**Why Join Link Group**:We have created a supportive culture that values diversity, inclusion, flexibility, accessibility, and blended working. At Link Group, you'll have the opportunity for continuous learning and skill development, focusing on career growth and personal development.

**If you believe you're a great fit for this role, we'd love to hear from you**

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 supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethn

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