Account Service Manager

2 weeks ago

Sydney, Australia CMC Markets Full time

Account Service Manager

Since launching in 1989, CMC Markets has become one of the world's leading online financial services providers, with nearly 23 million trades executed annually across Australia, Europe, Asia and North America

CMC Markets Stockbroking is an award winning online broker and ASX participant that services the needs of both a retail, advisory and Institutional client base. We are now the second largest retail stockbroker in Australia and provided an award winning customer solutions.

CMC’s Partners and Institutional team provides solutions to financial planners, indirect participants (shadow brokers), investment managers, as well as white label solutions to major banks and other partners. The Account Service Manager role is a key client engagement role, managing the day to day business relationship with our clients

ROLE PURPOSE

To provide service to Advisors and Intermediaries in relation to operational queries, product offering and the functionality of the stockbroking platform/s.

To act as the conduit between Advisors and Intermediaries and CMC Stockbroking operations in relation to client requests and referrals and well as actively manage the client base addressing issues that arise, proactively escalate issues and provide suggestions where processes and/or procedures may be improved.

ROLE AND RESPONSIBILITIES
- Provide superior customer service to Advisors, Intermediaries and their respective staff
- Proactively respond to, and manage client queries professionally and efficiently
- Maintain a good working relationship with your intermediaries
- Complete daily, monthly and ad-hoc processes within required SLAs
- Conduct and implement adhoc finance, rebate and product reporting and back office functionality as required
- Manage and report on any promotional activity
- Manage rebate and remit process (monthly)
- Identify opportunities to cross sell existing products
- Identify initiatives that may improve CMC Stockbroking processes, procedures, platform/s
- Maintain personal/professional development to meet the changing demands of the role, participate in appropriate training

EXPERIENCE AND SKILLS
- 1-2 years’ experience in financial services and stockbroking
- Qualifications in a business or finance related discipline
- RG 146 certification
- MS Office proficiency especially Excel and the ability to quickly learn how to operate new systems
- Excellent written and verbal communication skills
- Strong customer service orientation
- Strong problem solving skills
- Ability to take responsibility of issues and manage through to completion
- Ability to prioritise multiple tasks, work to procedures and timelines in a team environment

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