Strategic Client Relations Specialist

2 days ago

Darwin, Northern Territory, Australia beBeeAccount Full time $100,000 - $140,000
Job Title: Account Manager

We are seeking a skilled and experienced Account Manager to join our organization. This role plays a crucial part in maintaining and growing our client base, with a focus on managing key accounts and contributing to business development.

Key Responsibilities:
  • Manage and grow a portfolio of client accounts through proactive engagement and service delivery.
  • Develop and maintain strong relationships with key stakeholders, attending industry events and client functions as required.
  • Execute formalized client engagement strategies and member service initiatives.
  • Support the onboarding of new business and ensure seamless transitions for large clients.
  • Deliver education programs and promote marketing campaigns across your portfolio.
  • Maintain accurate client records in the CRM and ensure compliance with regulatory requirements.
  • Provide insights and reporting on service levels, engagement outcomes, and portfolio performance.
Requirements:
  • Proven experience in account management, client engagement, or business development.
  • Strong knowledge of financial products and services.
  • Excellent communication, presentation, and stakeholder engagement skills.
  • RG146 accreditation is mandatory for this role; however, candidates who are not yet accredited may be considered if they are willing and eligible to complete the certification as part of their onboarding.
  • Tertiary qualifications in a relevant discipline and/or Diploma of Financial Planning are desirable.

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