Developing Long-Term Client Relationships

2 weeks ago

Sydney, New South Wales, Australia beBeeClientRelations Full time $90,000 - $120,000
Job Opportunity: Client Relations Specialist

The role of Client Relations Specialist is a critical position within our Investor Relations team. We are seeking a highly skilled and experienced professional to support all aspects of client relationship management for institutional investors in our Australian & New Zealand (ANZ) strategies.

  • Coordination, management, and distribution of quarterly and annual reports, including proofreading, editing, and report writing, as well as coordinating responses to any follow-up questions from clients.
  • Management of annual investor meetings, including contributing to the production of annual meetings content, presentations, delivery, and meeting logistics.
  • Manage client records, including collecting and maintaining accurate information, such as contact information, investment information, memberships on advisory boards, and investor voting directions.
  • Support management of client issues by coordinating and providing timely and thoughtful responses to ad hoc investor queries related to accounting, financial analysis, and asset management.
  • Support efficiencies and improvements in client services and reporting.
  • Establish, engage with, and maintain key relationships with ANZ strategy investors.
  • Work closely with Investor Relations team and funds management teams to ensure ANZ client servicing program delivers on business plan.
  • Some travel within the ANZ region and internationally as required.

We require an individual with excellent project management capability, organisational skills, and strong experience in client relationship management. A demonstrated interest in sustainability and responsible investment is also desirable. If you have experience working with institutional investors or alternative assets, it would be beneficial. You must be a team player and work well under pressure and deadlines. A Bachelor's degree in business, economics, finance, liberal arts, or equivalent is preferred.

Requirements:

• Strong communication and interpersonal skills

• Ability to build and maintain relationships with stakeholders

• Experience in managing client records and data

• Proficiency in MS Office and other software applications

• Strong analytical and problem-solving skills

Benefits:

• Competitive salary package

• Flexible working arrangements

• Opportunities for career growth and development

Contact Us:

Please provide your resume in PDF format. Email submissions only. We look forward to hearing from you.

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