Senior Client Relationship Professional

4 days ago

Sydney, New South Wales, Australia beBeeCompliance Full time $90,000 - $120,000

**Job Opportunity:** Account Manager Role

We are seeking an experienced professional to lead our client relationships and ensure the delivery of high-quality services.

Your key responsibilities will include:

  • Generating, reviewing, and distributing periodic statements to clients within agreed service levels.
  • Reviewing bank reconciliation statements and verifying their accuracy.
  • Reviewing reports and distributing them to investors.
  • Managing compliance requirements for clients.
  • Addressing client queries and issues promptly.

To succeed in this role, you will need:

  • Experience working with offshoring models.
  • High attention to detail and analytical skills.
  • Excellent communication and problem-solving skills.
  • An understanding of financial markets.

About This Opportunity

This is a challenging and rewarding role that offers the opportunity to work with a global financial services provider. You will be part of a team that delivers high-quality services to asset managers, capital markets, private clients, and family offices.

As a successful candidate, you will have the chance to develop your skills and expertise while working on a range of projects. You will also have opportunities for career growth and development within the company.

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