Client Business Development Manager

1 week ago

Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $120,000
Job Role Overview

We are seeking an experienced Client Service Manager to join our team. This role involves acting as a key consultant to clients, assisting in the formulation of best practices, redesign of processes, evaluation and implementation of trust and custody services through creative ideas and problem-solving.

  • This will involve developing a complete understanding of clients' businesses, objectives, goals, and market challenges.
  • You will assist relationship managers in counselling clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on clients' activities and banking services.
  • Additionally, you will participate in the development of solutions to client needs, coordinate presentations, bring in experts when appropriate, and ensure smooth delivery of new services.
Key Responsibilities:
  1. Act as key consultant to clients, assisting in formulation of best practices, redesign of processes, evaluation and implementation of Trust and Custody services through creative ideas and problem solving.
  2. Ensure overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely deliverables and issue resolution, and effectively communicating client concerns/needs to partners.
  3. Develop complete understanding of client's business, objectives, goals, and market challenges.
  4. Assist Relationship Managers in counselling clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on client's activities and banking services.
  5. Participate in development of solutions to client needs, coordinate presentations, bringing in experts when appropriate, and ensuring smooth delivery of new services.
  6. Manage and enhance client profitability.
  7. Travel to client locations on a selected basis where revenue and/or new business opportunities and/or servicing require a call.
About You:
  • Proven experience working in financial servicing/accounting fields, with a client servicing background.
  • Strong communication skills (both written and verbal).
  • Demonstrated organisational and time management skills.
  • Strong attention to detail.
  • Ability to understand legal documentations (such as SLA) & provide recommendations.
  • Proficiency in Microsoft Word and Excel.
  • Understanding of reconciliation processes.
  • Understanding of payment and transfer process.

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