Expert Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeClient Full time $90,000 - $120,000
Job Description:

We are seeking a highly skilled Client Success Executive to join our team. The successful candidate will be responsible for delivering exceptional client service and relationship management to our Australia based clients across the wealth management market.

The ideal candidate will have 2-4 years of industry experience in account management or client services in financial services, technology, media, information service vendors, insurance, investment management or superannuation. A strong understanding of wealth management, superannuation, life insurance and management investments is preferred but not essential.

Key responsibilities include managing post-sales onboarding, administration, relationship management, client retention and service for Rainmaker/ISS MI products. The successful candidate will also develop and maintain excellent client relationships with assigned accounts and with existing and potential Rainmaker/ISS MI clients.

The role requires strong communication, presentation and client training skills. A highly organized workflow with strong attention to detail, effective prioritization and time management is essential. Proficiency in MS Office with an emphasis on Excel and PowerPoint is also required.

In return, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

So if you are a motivated and results-driven individual looking to take your career to the next level, please submit your application today

Required Skills and Qualifications:

• Bachelor or Masters degree in business, finance, marketing, communications or related field preferred but not essential.
• 2-4 years of industry experience in account management or client services in financial services, technology, media, information service vendors, insurance, investment management or superannuation.
• Understanding of wealth management, superannuation, life insurance and management investments preferred but not essential.
• Strong client service, account management and engagement skills, ability to communicate professionally and effectively with all levels within the client organization.
• Excellent communication, presentation and client training skills required.
• Highly organized workflow with strong attention to detail, effective prioritization and time management.
• Proficiency in MS Office with an emphasis on Excel and PowerPoint.

Benefits:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

Others:

We are committed to building a culture that values diverse skills, perspectives, and experiences. We foster an environment that fuels creativity, drives innovation, and shapes our future success.

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