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Client Experience Specialist

3 weeks ago


Melbourne, Victoria, Australia beBee Careers Full time

About the Role

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As a Client Experience Account Manager, you will play a key role in delivering exceptional service to our Transfer Agency clients. You will be responsible for ensuring seamless execution of day-to-day operations, client and regulatory change initiatives, and the safe introduction of new products and services across the SS&C Transfer Agency offering.

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You will work closely with the Senior Manager, Client Experience Account Management, and Relationship Managers to enhance service quality and drive long-term client value. Your expertise will be sought after by clients who require trusted advisors to understand their business objectives, operational needs, and service expectations.

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Responsibilities

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  • Provide oversight of all aspects of client service delivery, collaborating with the Senior Manager, Client Experience Account Management, and Relationship Managers to enhance service quality and drive long-term client value.">
  • Act as a trusted advisor to clients by understanding their business objectives, operational needs, and service expectations.">
  • Lead regular service reviews (e.g., monthly), ensuring contractual obligations and KPIs are met while identifying improvement opportunities and aligning on future objectives.">
  • Oversee client and regulatory change initiatives, working with internal teams to define priorities, delivery timelines, and ensure readiness for implementation.">
  • Track and report on client change activities, ensuring transparent communication and timely updates.">
  • Collaborate with internal teams and Relationship Directors to proactively manage client satisfaction and escalate concerns when necessary.">
  • Manage key account management responsibilities, including SLA/KPI tracking, reporting, and invoicing in coordination with the commercial team.">
  • Establish and maintain service meeting schedules and governance models to support structured client engagement.">
  • Drive governance frameworks to ensure optimal client relationships and effective stakeholder engagement.">
  • Serve as the escalation point for critical client issues, overseeing timely resolution and ensuring ongoing service delivery.">
  • Partner with operations teams to implement process improvements following incidents or escalations.">
  • Leverage client performance data and analytics to identify trends, anticipate needs, and enhance service delivery.">
  • Prepare and manage internal and external reporting, including presentation materials and dashboards.">
  • Chair internal client review meetings and support executive reporting.">
  • Complete and distribute weekly and periodic client reports as required.">
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    • 3–5+ years of account management or client-facing experience, ideally within a technology provider, fund administrator, or financial services firm.">
    • Proven ability to build and manage strong relationships with key stakeholders at multiple levels within client organisations.">
    • Excellent communication and presentation skills, with the ability to clearly articulate complex solutions to both technical and non-technical audiences.">
    • Strong interpersonal and relationship-building skills, with a customer-first mindset.">
    • Demonstrated experience in positioning and managing complex technology and services solutions.">
    • Experience working with technology platforms or SaaS solutions is highly desirable.">
    • Background in asset management or transfer agency is preferred.">
    • Experience in fund accounting is an advantage.">

We're looking for someone who:

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Is passionate about delivering exceptional client experiences and building strong relationships with key stakeholders.

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Has a proven track record of driving service quality and driving long-term client value.

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Can effectively communicate complex solutions to both technical and non-technical audiences.

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Has strong interpersonal and relationship-building skills, with a customer-first mindset.

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Is committed to staying up-to-date with industry developments and best practices.

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What we offer

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Competitive salary and benefits package.

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Ongoing training and development opportunities.

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A dynamic and supportive work environment.

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Opportunities for career growth and advancement.

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Recognition and rewards for outstanding performance.

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How to apply

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Send your application, including your resume and cover letter, to us through our Careers page.

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We look forward to hearing from you