Fostering Client Relationships

1 week ago

Adelaide, South Australia beBeeRelationship Full time $120,000 - $150,000

About the Role:

  • As a Relationship Manager, you will play a critical role in delivering exceptional service to our clients.
  • You'll be responsible for managing a portfolio of clients and fostering relationships while also overseeing operational efficiencies within the team.

Key Responsibilities:

  • Serve as the primary point of contact for fund managers and investors, ensuring a seamless experience and delivering timely unit pricing and registry services.
  • Develop a deep understanding of each client to ensure we are well placed for the provision of solutions and client service.
  • Identify opportunities to streamline operations and enhance the client experience.
  • Ensure all managed fund activities comply with relevant regulations and internal policies and are consistent with our Constitution and Information Memorandum.
  • Build a high-performing and accountable team by providing clear guidance and leadership through developing, coaching, and mentoring.
  • Collaborate closely with an offshore team and manage direct reports, monitoring workflow effectively.
  • Participate in business development activities to continually grow the division and attract new clients.

About You:

  • Strong client relationship and stakeholder management skills.
  • Leadership experience with the ability to mentor and guide a team.
  • Excellent analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and manage multiple priorities.
  • Knowledgeable in various asset types and financial markets.

A career at William Buck means joining a professional services organisation with a reputation for quality, excellence, and a rare culture. Established in 1895, we employ some of the brightest minds. A career here means joining a community of professionals across Australia and New Zealand, focused on collaboration and supporting one another's growth.

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