Client Relationship Manager, Equity Plan Solutions

8 months ago

Brisbane, Australia Link Group Full time

**About Us**:
At Link Market Services Limited (Link), we are dedicated to understanding, anticipating, and managing the needs and expectations of our clients. As a Client Relationship Manager (CRM), you'll play a vital role in ensuring maximum revenue potential while maintaining strong relationships with our clients and their investors.

**Role Overview**:
As a CRM, you'll be responsible for delivering premium services to Link's clients and their investors. This includes managing client expectations, negotiating service level agreements, account planning, cross-selling, and driving strategic initiatives to enhance client satisfaction and loyalty.

**Key Responsibilities**:

- Maintain and develop relationships with fee-paying clients and internal departments, ensuring client expectations are met.
- Proactively meet with clients to anticipate their needs and provide tailored solutions.
- Manage projects and mailings, including overseeing each client's Annual General Meeting.
- Ensure all registry tasks achieve desired outcomes for 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 to drive stability and incremental income.
- Achieve new business revenue targets and report progress in line with company standards.
- Review and provide input into client complaints and query management reporting.
- Ensure operational controls are carried out to mitigate business risk effectively.
- Manage all issues and queries within agreed service levels in collaboration with internal departments.

**Experience & Qualifications**:

- Extensive relationship management experience in the services sector, preferably in financial markets industry (e.g., Share Registry, Capital Markets, or Brokerage).
- Proven track record of building productive relationships and generating cross-selling and new sales opportunities.
- Demonstrated experience in developing and managing clients across a diverse range of industries.
- 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**: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:

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

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 a

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