
Client Portfolio Manager
4 days ago
This role offers a unique opportunity to develop and implement media strategies across multiple clients.
Key Responsibilities:- Design and execute comprehensive media plans that meet client objectives.
- Collaborate with directors to ensure clients' business goals are met, including the creation of training materials or regular updates on current marketing channels.
- Proactively identify potential issues within client portfolios and escalate to directors/client partners in advance.
- Assist in training coordinators and planning executives in fundamental planning principles, creative thinking, and core job functions.
- Manage day-to-day tasks and workloads of coordinators and planning executives.
- Communicate effectively across teams, including key inputs to weekly meetings, writing meeting reports from client interactions, and ensuring team awareness of client portfolio status and progress.
- Perform reconciliations on campaign plan media expenditures with activations teams.
- Understand the impact of client/agency contract agreements on campaigns and contribute to forecasting and other financial tasks.
- Own billings and approval processes for individual accounts.
- 4-6 years of experience in a similar role.
- University degree or higher education qualifications preferred.
- Expertise across office platforms: Word, PowerPoint, and Excel.
- Strong financial management skills.
- Deep understanding of media planning and measurement tools.
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Asset Owner Client Liaison
3 days ago
Sydney, New South Wales, Australia beBeeClient Manager Full time $120,000 - $160,000Job DescriptionThis is a client management role within the AOPM business unit, servicing APAC clients.The team you will be joining is a part of Specialized Services and Investment Analytics (SSIA). Our offering is a recognized industry-leading provider of analytics, portfolio valuation, fund administration and risk services on private equity portfolios....
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Client Portfolio Manager
4 days ago
Sydney, New South Wales, Australia beBeePropertyRelationship Full time $160,000 - $200,000We are seeking an experienced Property Relationship Executive to join our team.This is a key role that involves managing a portfolio of high value property clients with complex banking needs.You will be responsible for understanding the specific needs and aims of our clients and using your relationships to help them realise new opportunities.Your primary...
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Client Portfolio Manager
1 week ago
Sydney, New South Wales, Australia beBeeClientPortfolioManager Full time $100,000 - $140,000Client Portfolio ManagerWe are seeking a highly skilled and experienced Client Portfolio Manager to join our team. As a key member of our Hospitality team, you will be responsible for managing a portfolio of hospitality clients and delivering exceptional customer service.Key Responsibilities:Manage a portfolio of hospitality clients and develop strategies to...
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Client Portfolio Manager
4 days ago
Sydney, New South Wales, Australia beBeeAccountant Full time $120,000 - $140,000Client Portfolio ManagerWe are seeking an experienced Client Portfolio Manager to join our dynamic and modern accounting firm in Sydney.This is an exciting opportunity for a motivated individual with a positive attitude, professional demeanour and excellent customer service skills to manage a portfolio of clients from SMEs to large multi-entity clients.The...
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Client Portfolio Manager
4 days ago
Sydney, New South Wales, Australia beBeeClient Full time $80,000 - $120,000Job Title: Client Portfolio Manager">We are seeking an experienced professional to manage a portfolio of clients with the support of a broker assistant. The ideal candidate will be responsible for building strong relationships with clients, identifying growth opportunities, and contributing to new business activities.">Main Responsibilities:">">Liaise with...
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Client Portfolio Manager
4 days ago
Sydney, New South Wales, Australia beBeeDevelopment Full time $150,000 - $200,000**Job Title:** Client Portfolio ManagerAs a seasoned professional, you will play a key role in managing and maintaining a senior portfolio of key Institutional Corporate clients. You will partner with and manage a diverse portfolio of corporate clients operating across various industries, driving revenue growth through cross sell and maximising deposits...
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Client Portfolio Manager
13 hours ago
Sydney, New South Wales, Australia beBeeRelationship Full time $80,000 - $115,000Client Portfolio ManagerThis is an exciting opportunity to develop your career in a client-facing role at a global organization.As a Client Portfolio Manager, you will be responsible for managing a portfolio of customer accounts, building strong business relationships, and driving sales growth. You will work independently, utilizing Salesforce to track...
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Client Portfolio Manager
4 days ago
Sydney, New South Wales, Australia beBeeClient Full time $120,000 - $140,000Job Summary:We are seeking an experienced Client Service Officer to join our team.About the RoleManage and nurture a portfolio of approximately 40 clients, ensuring high levels of satisfaction and engagement.Respond to client enquiries related to services, financial products, fees, and conditions.Process a wide range of payments including domestic,...
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Client Portfolio Manager
1 week ago
Sydney, New South Wales, Australia beBeeClientManager Full time $80,000 - $90,000Key Role SummaryThis role is responsible for managing a portfolio of clients to ensure their insurance and risk management needs are fully met.Responsibilities:Portfolio Management: Ensure clients' insurance and risk management needs are fully met through effective portfolio management strategies.Business Development – Identify and develop new business...
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Managing Client Portfolios
4 days ago
Sydney, New South Wales, Australia beBeeAccounting Full time $65,000 - $75,000Account Executive Assistant RoleAs an Account Executive Assistant, you will play a vital role in the management of client portfolios. This involves providing exceptional support to senior team members and assisting in the development of strong relationships with key stakeholders.Support senior team members in managing client portfolios.Develop and maintain...