Client Portfolio Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeClientEngagement Full time $90,000 - $120,000

High-Level Client Engagement Specialist

Job Description:

Deliver superior client experiences through proactive and timely support, ensuring high-profile clients are well-informed and satisfied.

The key objective of this role is to manage a portfolio of esteemed clients, addressing their queries professionally and efficiently, while fostering strong relationships through regular communication and collaboration with the Customer Service team.

Key Responsibilities:

  • Develop and maintain strategic partnerships with key clients by regularly interacting with them through calls, meetings, and email correspondence.
  • Provide ongoing support to clients regarding issues or concerns, escalating complex matters as necessary to ensure prompt resolution.
  • Offer expert advice on process improvements to enhance client satisfaction, working closely with internal teams to implement recommendations.
  • Stay up-to-date on industry trends and regulatory requirements affecting client portfolios, applying knowledge to optimize business outcomes.
  • Identify opportunities for growth and development within existing client relationships, advocating for targeted initiatives to drive revenue expansion.
  • Communicate effectively with clients, stakeholders, and team members, utilizing excellent written and verbal skills to convey complex information.

Requirements:

  • Minimum 2-5 years of experience in client-facing roles, preferably within the financial sector.
  • Proven ability to work independently, managing multiple tasks and priorities to achieve project goals.
  • Strong analytical and problem-solving skills, with a focus on finding innovative solutions to complex problems.
  • Excellent communication and interpersonal skills, with the ability to influence stakeholders at all levels.
  • Collaborative mindset, with a willingness to work across departments to drive business success.

Education:

Bachelor's degree or equivalent experience.

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