Client Relationship Manager

6 months ago

Sydney, Australia Stake Full time

Client Relationship Manager

Stake is looking for a Client Relationship Manager to join our team at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH).

We're an Australian investment platform with a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We serve a global customer base of 500,000+ investors, with more than A$3 billion in assets under administration.

More than a digital brokerage, Stake is a brand that stands for progress. This is true for our customers as well as our team members. Our working environment is energetic, collaborative and supportive - everyone is encouraged to take ownership and challenged to deliver high-quality execution.

Our internal mantra is 'never settle' and we all share an ambition to grow this business. This is your opportunity to join a scaleup rocketing upward to become a robust financial services company.

**About this role**

As a Client Relationship Manager, you will drive and own the full-cycle Stake Super high touch onboarding process, committed to delivering the utmost professional and exceptional experience for our customers.

A key part of the role will be in maximising onboarding conversions by guiding new customers along their SMSF journey, from initial discovery to consideration and through to establishment (or transfer), if the customer decides it's right for them.
- You will demonstrate your proven experience by artfully uncovering pain points, breaking down obstacles and communicating the Stake super value proposition, framing key benefits while tailoring your message for resonance in every interaction.
- This is truly a fast-paced role where you will need to hit the ground running and quickly become a product expert, a source of knowledge and a Stake Super product specialist who our customers can rely on.
- You will have a data-driven mindset, responsible for tracking and monitoring trends across the entire-high touch onboarding process, with the ability to draw meaningful insights and translate these into actionable suggestions to inform the wider growth strategy.
- As a lead with full ownership, you will be accountable for continually optimising the art and science of the high-touch onboarding process, maximising conversion, efficiency and dynamically prioritizing your workflow as required to support growth and scale of the function with a view to managing a team in the future.

**A bit about you**
- **Experience in Financial Services**:
Experience with high-value clients, complex financial products, and SMSF ( essential)
- **Highly Adaptable**:
Quickly adapt to changing priorities and market dynamics, mastering new processes and strategies.
- **Communication Skills**:
Previous phone experience is required. Spend most of your time on calls with customers. Exceptional verbal fluency and articulation are critical.
- **Proactive Mindset**:
Autonomous, curious, and proactive. Continuously challenge and improve operations.

**Benefits of working at Stake**

At Stake you'll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it.

But we also have perks. Not long ago, we proudly introduced new benefits under the Grow with Stake program. Please see the whole list on our Careers website, including:

- $2,500/year professional development allowance
- $1,000/year wellbeing allowance
- Up to 16 weeks of paid parental leave
- Childcare allowance of up to $18,000 in value over 24 months
- Extra paid leave during tough times
- Discretionary performance bonus and talent referral bonus
- Employee Share Options scheme

Stake is an equal opportunity employer that values diversity. We're proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We're also endorsed by WORK180 as a great employer for women.

**So what happens next?**

Job ID 1794551842

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