Client Solutions Manager

5 days ago

Melbourne, Victoria, Australia beBeeClientService Full time $80,000 - $120,000
About the Role:

We are seeking an experienced Client Service Manager to support our Global Fund Services businesses in managing administrative and relationship needs of institutional trust clients.

You will be responsible for responding to client inquiries, coordinating activities, and identifying opportunities for expanding business relationships through additional products or services.

As a key consultant to clients, you will assist in formulation of best practices, redesign of processes, evaluation and implementation of Trust and Custody services.

Key Responsibilities:
  • Act as key consultant to clients, assisting in formulation of best practices, redesign of processes, evaluation and implementation of Trust and Custody services
  • 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
  • Develop a complete understanding of client’s business, objectives, goals, and market challenges
  • Assist Relationship Managers in counselling clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment
  • Participate in development of solutions to client needs, coordinate presentations, bring in experts when appropriate, and ensure smooth delivery of new services
  • Manage and enhance client profitability
  • Travel to client locations on a selected basis where revenue and/or new business opportunities and/or servicing require a call
Requirements:
  • 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) & provides recommendations
  • Proficiency in Microsoft Word and Excel
  • Understanding of reconciliation processes
  • Understanding of payment and transfer process
Desirable Skills:
  • Knowledge of registry
  • Ability to look ahead and identifies opportunities or issues based on understanding of clients’ needs
  • Previous experience with a background in custody or custodial services
  • Knowledge of derivatives
  • Knowledge of trust or asset management and/or finance
  • Knowledge of alternative assets
About Us:

We offer a flexible and collaborative work culture, with movement within the organization encouraged. Senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve.

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