Client Relationship Specialist

6 days ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time

Anton Murray Consulting is a leading recruitment agency in Sydney, offering permanent opportunities for experienced professionals.

A competitive salary of $65,000 - $80,000 per annum reflects the agency's commitment to attracting top talent in the finance industry.

About the Role

This Client Services Associate position involves providing dedicated support to Relationship Managers, building and maintaining relationships with business institutional prospects, investment consultants, and existing clients. As a key member of the team, you will be responsible for resolving client problems and queries in a timely manner, ensuring best-in-class customer service.

  • Maintain high levels of quality and compliance by understanding policies, procedures, and administration of client accounts.
  • Assist in managing finance matters, including billing and following up overdue invoices.
  • On-board new clients according to internal procedures.

Key Responsibilities:

  • Develop and maintain strong relationships with clients and service providers.
  • Provide exceptional customer service, responding to client queries and resolving issues efficiently.
  • Assist in the preparation for client meetings, including coordination of calendars and updates to CRM systems.
  • Manage client files and ensure accurate record-keeping.

Requirements:

  • 2 years' experience in similar roles in the finance industry (trustee industry preferred).
  • Excellent interpersonal and communication skills.
  • Ability to work effectively as a team member and independently.
  • Strong problem-solving and analytical skills.

What We Offer:

  • A competitive salary range of $65,000 - $80,000 per annum.
  • Ongoing professional development and training opportunities.
  • A dynamic and supportive work environment.

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