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Senior Client Engagement Specialist

2 weeks ago


Adelaide, South Australia beBeeClient Full time $90,000 - $120,000
Senior Client Engagement Specialist

This is a key leadership role that will see you overseeing the operational efficiency of our Managed Funds team while fostering strong relationships with fund managers and investors.

  • Provide exceptional service to clients through timely unit pricing and registry services.
  • Develop in-depth understanding of each client to offer tailored solutions and services.
  • Identify opportunities to streamline operations and enhance client experience.
  • Ensure all managed fund activities comply with regulations and internal policies.
  • Lead a high-performing team by providing guidance, coaching, and mentoring.
  • Closely collaborate with offshore teams and manage direct reports in Australia.
  • Participate in business development activities to grow the division and attract new clients.
Key Requirements

For this role, we're looking for an individual with:

  • Excellent client relationship and stakeholder management skills.
  • Leadership experience with ability to mentor and guide a team.
  • Strong analytical and problem-solving skills.
  • Ability to work in fast-paced environment and manage multiple priorities.
  • Knowledgeable in various asset types and financial markets.

As a Senior Client Engagement Specialist, you'll have the opportunity to be part of a dynamic team that values personal growth and career progression.