Senior Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeRelationship Full time $79,999 - $124,999
Senior Relationship Manager

This is a senior role in the team responsible for delivering high-quality and accurate services to clients and investors.

  • Manage client relationships to ensure effective delivery of services.
  • Provide quality assurance on applications, redemptions, switches, and transfers from offshore teams.
  • Review and release periodic and quarterly distributions and exit statements to investors and clients within Service Level Agreements (SLAs).
  • Review bank reconciliations and clear and sign off pending and settled reports.
  • Manage compliance requirements for clients, including completing incident reports and implementing remediation.
  • Understand and maintain Fee Rebate schedules and execute transactions at month-end.
  • Contribute to client management reporting and attend client servicing meetings when required.
  • Proactively address and work to problem-solve client queries.
Required Skills and Qualifications
  • Minimum 2 years' experience in fund services.
  • Commercial experience working with clients in a delivery service model.
  • Exposure to offshoring models highly advantageous.
  • Adhere to deadlines.
  • Foster positive relations with clients.
  • Ability to work well under pressure.
  • High level of attention to detail.
  • Strong team player.
  • Strong communication and analytical skills.
  • An understanding and interest in financial markets.
  • Strong organisational skills.
  • Strong problem-solving skills.
  • Ability to work independently.
  • Ability to prioritise tasks.
Benefits
  • A unique opportunity to be part of an expanding global business.
  • Competitive remuneration commensurate with skills and experience.
  • Training and development opportunities.
Additional Information

We are an equal opportunity employer ensuring no applicant faces less favourable treatment based on gender, marital status, race, colour, nationality, age, sexual orientation, or physical disability. Any hiring decisions are made based on skills, qualifications, and experiences.

We measure success not only by delivering great products and services but also by positively impacting people, society, and the planet.

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