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Strategic Client Partner

3 weeks ago


Sydney, New South Wales, Australia beBeeResponsibilities Full time $150,000 - $200,000

Client Services Manager Job Overview

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We are seeking a highly skilled Client Services Manager to join our Securities Services team in Sydney. As a key member of the team, you will be responsible for managing a portfolio of clients and ensuring their satisfaction with our products and services.

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Job Responsibilities:

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  • Build Relationships: Develop a partnership approach with clients to understand their operating and strategic business model, foster long-term relationships, and ensure timely and efficient service provision.">
  • Take Accountability: Take full ownership of service delivery and client satisfaction, building relationships to understand client requirements and expectations, and coordinating service delivery across all products and services.">
  • Resolve Issues: Act as a key contact and escalation point for service delivery issues for internal teams and clients, drive resolution and management of client queries, delivery issues, and tracking of progress.">
  • Lead Meetings: Lead in-person meetings with clients to build relationships, establish an ongoing governance structure, update clients on product and system enhancements, and work to ensure the client's ongoing satisfaction with our organization.">
  • Manage Billing: Monitor and manage billing accuracy.">
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Requirements:

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  • Education: University bachelor's degree or higher.">
  • Experience: 5+ years of experience with a custodian, asset management firm, broker/dealer, hedge fund, fund administrator, or other financial markets organizations servicing clients.">
  • Knowledge: Deep understanding of a suite of products including global custody, fund accounting, and administration.">
  • Skills: Strong written and oral communication and presentation skills, effective problem-solving, ability to exercise sound judgment and make effective decisions on behalf of the client and our organization.">
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