Financial Services Relationship Manager

6 days ago

Melbourne, Victoria, Australia 023 Northern Trust Company Australia Full time

About 023 Northern Trust Company Australia

We are a globally recognized financial institution with over 130 years of experience, serving the world's most sophisticated clients using leading technology and exceptional service.

Role Summary

The Client Service Manager supports the Global Fund Services businesses in relation to all aspects of managing the administrative and relationship needs of institutional trust clients.

You will respond to institutional client inquiries and coordinate client activities, identifying opportunities for expanding business relationships through additional products or services.

This role reports to the Manager – GFS Client Services.

Key Responsibilities

  • Acts as key consultant to clients, assisting in formulating best practices, redesigning processes, evaluating and implementing Trust and Custody services through creative ideas and problem-solving.
  • Ensures overall client satisfaction by facilitating efforts of the service team, coordinating resources to ensure timely deliverables and issue resolution, and effectively communicating client concerns/needs to partners.
  • Develops a complete understanding of the client's business, objectives, goals, and market challenges.
  • Assists Relationship Managers in counselling clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on the client's activities and banking services.
  • Participates in developing solutions to client needs, coordinates presentations, brings in experts when appropriate, and ensures smooth delivery of new services.
  • Manages and enhances client profitability.
  • Travels to client locations on a selected basis where revenue and/or new business opportunities and/or servicing require a call.

About You

  • Proven experience working in financial servicing/accounting fields, with a client servicing background.
  • Strong communication skills (both written and verbal).
  • Demonstrated organisational and time management skills.
  • Strong attention to detail.
  • Ability to understand legal documentations (such as SLA) & provide recommendations.
  • Proficiency in Microsoft Word and Excel.
  • Understanding of reconciliation processes.
  • Understanding of payment and transfer process.

Estimate Salary: AU$95,000 - AU$125,000 per annum.

  • Financial Services Relationship Manager

    2 days ago

    Melbourne, Victoria, Australia 023 Northern Trust Company Australia Full time

    About Northern Trust Company AustraliaAs a globally recognized financial institution, we are committed to delivering innovative services and solutions to our clients.We take pride in providing expert guidance and support to help our clients achieve their financial goals.Job SummaryThe Client Services Manager plays a key role in managing the administrative...

  • Financial Services Relationship Manager

    4 days ago

    Melbourne, Victoria, Australia BlueRock Full time

    At BlueRock Finance, we're committed to delivering exceptional customer experiences. As a Financial Services Relationship Manager, you'll play a key role in building and maintaining strong relationships with our clients. This is an exciting opportunity to join a dynamic team that's passionate about making a positive impact.We're seeking a highly skilled and...

  • Financial Relationship Manager

    1 week ago

    Melbourne, Victoria, Australia Northern Trust Corporation Full time

    About Northern TrustNorthern Trust Corporation is a leading global financial institution that has been serving the world's most sophisticated clients for over 130 years. Our commitment to service, expertise, and integrity has earned us a reputation as a trusted partner in the financial industry.Role Summary:The Client Service Manager will play a key role in...

  • Australia Financial Services Relationship Manager

    1 week ago

    Melbourne, Victoria, Australia Square Full time

    Company OverviewSquare is a global technology company with a focus on financial services, aiming to redefine the world's relationship with money to make it more relatable, instantly available, and universally accessible.We want you to be well and thrive. Our global benefits package includes:Healthcare coverageRetirement PlansEmployee Stock Purchase...

  • Financial Services Relationship Expert

    1 week ago

    Melbourne, Victoria, Australia Bank of Queensland Full time

    About the RoleAt Bank of Queensland Group, we are seeking a Financial Services Relationship Expert to join our team in delivering exceptional customer experiences. As a key member of our contact centre, you will be responsible for building and maintaining lasting relationships with customers, helping to retain loyal clients by understanding their individual...

  • Financial Services Relationship Officer

    3 weeks ago

    Melbourne, Victoria, Australia Credit Corp Full time

    About National Credit Management LimitedNational Credit Management Limited (NCML) is a leading provider of credit and receivables management services in Australia, part of the Credit Corp Group.We take an innovative approach to recovering outstanding debts by engaging customers respectfully and ethically, focusing on sustainable outcomes tailored to their...

  • Financial Planning Associate

    1 week ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    About UsAt Insignia Financial, we pride ourselves on being one of Australia's leading financial advisory firms. Our team is dedicated to building deep relationships with our clients to deliver greater peace of mind about their current needs and financial futures.A Career in Financial AdviceWe have a proud history of helping Australians achieve real financial...

  • Financial Services Professional

    2 days ago

    Melbourne, Victoria, Australia Liberty Financial Group Full time

    About Liberty Financial GroupWe are a leading non-bank lender in Australia, dedicated to providing free-thinking loans and exceptional experiences for our customers.Our vision is guided by FLAIR, our five core values that inform every aspect of our business:Fairness in all our interactionsA culture of continuous learningAccountability in everything we...

  • Financial Planning Coordinator

    4 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Job SummaryAs a Client Relationship Manager with Insignia Financial, you will be responsible for building strong relationships with clients, providing exceptional support, and ensuring seamless implementation of financial advice. This role requires strong communication skills, attention to detail, and the ability to work under pressure.Key...

  • Senior Financial Relationship Manager

    1 week ago

    Melbourne, Victoria, Australia Randstad Full time

    Job Summary:">We are seeking a highly motivated and results-driven Senior Financial Relationship Manager to join our team. As an integral part of our organization, you will be responsible for driving business growth by managing existing client relationships and identifying new opportunities.About the Role:">This is a full-time position that comes with a...

  • Financial Services Representative

    6 days ago

    Melbourne, Victoria, Australia Liberty Financial Group Full time

    About Liberty Financial GroupWe're passionate about empowering individuals with innovative loan solutions.As a top non-bank lender, we've been helping over 850,000 Australians achieve their financial dreams for years. Our team is a close-knit community that thrives on collaboration and support.The OpportunityWe're looking for enthusiastic finance...

  • Strategic Collections Portfolio Manager

    2 weeks ago

    Melbourne, Victoria, Australia Latitude Financial Services Full time

    We are excited to announce an opening for a Strategic Collections Portfolio Manager within our Pay business unit at Latitude Financial Services.This is a full-time role that requires a passion for data analytics, collections credit strategy, and debt recovery management.About the Role:Develop a comprehensive three-year strategy with an annual roadmap and be...

  • Financial Trader and Relationship Manager

    4 days ago

    Melbourne, Victoria, Australia Trade View Full time

    OverviewTrade View is a pioneering Algorithmic Trading firm at the forefront of innovation, leveraging its cutting-edge technology platform - Trade View X. As a Sales Trader and Relationship Manager, you will be part of a dynamic team driving growth and success in the financial markets.

  • Financial Services Relationship Manager

    2 weeks ago

    Melbourne, Victoria, Australia Bendigo and Adelaide Bank Full time

    Do more, dream more, become more with Bendigo and Adelaide Bank.About the RoleWe're seeking an experienced Customer Advisor to join our Wangaratta Branch team. As a key representative of the bank, you'll provide exceptional customer service, educate customers on our online platforms, and recommend products and services to help them achieve their financial...

  • Client Services Relationship Manager

    2 weeks ago

    Melbourne, Victoria, Australia 023 Northern Trust Company Australia Full time

    About Northern Trust Company AustraliaWe are a globally recognized financial institution with over 130 years of experience, serving the world's most sophisticated clients using leading technology and exceptional service.Our company is proud to provide innovative financial services and guidance to individuals, families, and institutions by remaining true to...

  • Financial Services Professional

    4 days ago

    Melbourne, Victoria, Australia Liberty Financial Group Full time

    About Liberty Financial GroupWe're a leading non-bank lender in Australia, providing free-thinking loans and helping over 500,000 people get financially stable.Our vision is to be the top finance group championing free thinking, guided by our values: Fairness, Learning, Accountability, Investment, and Resourcefulness. These core values inform everything we...

  • Financial Planning and Advice Coordinator

    4 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    About the RoleWe are seeking a Client Relationship Manager to join our team at Insignia Financial in Geelong/Collins Street.In this role, you will be responsible for preparing information, meeting packs, updating records, and facilitating the implementation of financial advice that our advisors recommend to our clients.You will also manage, schedule, and...

  • Elite Financial Relationship Manager

    2 days ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Exceptional Opportunity for Senior AdvisorsWealth Management professionals with expertise in connecting High Net Worth Individuals to exclusive equity markets are sought after by our esteemed client, a leading Australian boutique stockbroking firm.The ideal candidate will be based in Sydney or Melbourne and join the ECM and Advisory team to leverage their...

  • Financial Services Relationship Manager

    2 weeks ago

    Melbourne, Victoria, Australia Bendigo and Adelaide Bank Full time

    Explore a career with Bendigo and Adelaide Bank, where you can make a real impact for your customers and community. We're seeking a Customer Advisor to join our team in Oakleigh.About You:You're looking for a role that offers variety and opportunities to grow. With extensive experience in customer service or sales, you'll thrive in this fast-paced...

  • Financial Services Relationship Specialist

    1 week ago

    Melbourne, Victoria, Australia Bendigo and Adelaide Bank Full time

    We're a community-focused bank that's big enough to offer every opportunity, yet small enough to maintain our unique feel. This role is perfect for someone who wants to take calculated risks and make a real difference in the lives of our customers.About UsWe're passionate about supporting our customers, giving back to our communities, and making a positive...