Senior Client Engagement Specialist

2 days ago

Sydney, New South Wales, Australia beBeeClient Full time $90,000 - $120,000
Job Overview:

The role of Client Relations Manager is a pivotal position within an Investor Relations team.

This individual will be responsible for servicing institutional clients who have invested in Australian & New Zealand (ANZ) strategies.

Key Responsibilities:
  • Coordination, management, and distribution of quarterly and annual reports including proofreading, editing, and report writing as well as coordinating responses to any follow-up questions from clients.
  • Management of annual investor meetings including contributing to the production of annual meetings content, presentations, delivery, and meeting logistics.
  • Manage client records such as collecting and maintaining accurate information including contact information, investment information, memberships on advisory boards, and investor voting directions.
  • Support management of client issues by coordinating and providing timely and thoughtful responses to ad hoc investor queries related to accounting, financial analysis, and asset management.
  • Support efficiencies and improvements in client services and reporting.
  • Establish, engage with, and maintain key relationships with clients invested in our ANZ strategy.
Required Skills and Qualifications:
  • Excellent project management capability and organisational skills.
  • Strong experience in client relationship management.
  • Experience working with institutional investors or with alternative assets would be beneficial.
  • Excellent writing and editing skills.
  • A demonstrated and knowledgeable interest in sustainability and responsible investment.
  • Must be a team player and work well under pressure and deadlines.
Benefits:

As a Client Relations Manager, you will play a vital role in delivering exceptional client service and ensuring the success of our ANZ client servicing program.

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