Manager of Client Relationships

2 days ago

Perth, Western Australia beBeeClient Full time $120,000 - $150,000
About the Role

As a Manager of Client Relationships, you will build strong connections with clients to understand their needs and administer their accounts in accordance with governing documents and policy.

  • Monitor and manage client accounts
  • Ensure compliance with legislation and company guidelines
  • Collaborate with specialist teams to deliver exceptional client service
  • Seek input from senior team members and specialists to resolve complex matters
Key Responsibilities:

The role involves managing client trust accounts, ensuring compliance with governing documents and company policies, and collaborating with specialist teams to deliver excellent client service.

Job Requirements:
  • Minimum 2 years' experience in a financial services environment
  • Fiduciary knowledge and understanding of risk and compliance obligations
  • Sound problem-solving and decision-making skills
Benefits

We offer a range of benefits, including:

  • Flexible work arrangements
  • Annual allowance for personal wellbeing
  • Study support and professional development opportunities

We value our unique culture and are committed to diversity and inclusion.

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