Client Experience Champion

2 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $140,000 - $180,000
Job Title:

Client Experience Champion



The Client Experience Champion is responsible for delivering exceptional client outcomes across their assigned book of clients. They serve as the primary point of contact and ultimate owner of client relationships, ensuring successful collaborations.

Key Responsibilities:
* Ensure clients' business operations are running smoothly, with all commitments and deliverables met through regular review of client dashboards and issue monitoring.
* Maintain accurate client profile details in our centralized CRM tool, including asset under management (AUM), strategy, assets traded, and end-to-end functions utilized.
* Act as an escalation point and subject matter expert for any client issues, providing timely and organized resolutions.
* Collaborate closely with onboarding, product support, and technology teams to deliver cohesive solutions that adhere to industry best practices.
* Provide consultation on workflows and identify opportunities to expand the relationship.
* Proactively monitor client health via scorecards and develop remediation plans when necessary.
* Conduct quarterly meetings with clients to obtain feedback on overall satisfaction and ensure they are successful in meeting their goals with the organization and in a referenceable state.

Requirements:
* 5+ years of relevant industry experience (preferably at buy-side, sell-side, admin, or competitor) or 3+ years of platform experience.
* Bachelor's degree required - Finance, Accounting, Economics, Financial Math, or related fields preferred.
* Strong understanding of investment management workflows and operations.
* Organized, motivated performer; willing to learn technical and operational competencies.
* Ability to cultivate and foster strong relationships with key client stakeholders.
* Capable of independently managing clients with effective written and verbal communication.
* Strong collaboration & team building skillset.
* Ability to manage competing priorities and competent in planning systematically.
* Strong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutions.
* Very strong execution and delivery focus – gets things done.

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