Account Service Manager

3 days ago

Sydney, Australia CMC Markets Full time

Account Services Manager

Department Stockbroking Partners

Reporting to Senior Manager, Institutional & Partner Relationships APAC

The Account Services Manager role provides service to Advisors and Intermediaries in relation to operational queries, product offering and the functionality of the stockbroking platform/s.

The Role acts 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

KEY SKILLS AND EXPERIENCE
- 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

COMPETENCIES
- 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

  • Manager Financial Accounting

    7 days ago

    Sydney, New South Wales, Australia NSW Department of Customer Service Full time $149,739 - $173,174 per year

    Manager Financial Accounting, Ongoing full-time opportunity based Sydney CBD with flexible work arrangementsRole:Manager Financial AccountingLocation:Sydney CBD, hybrid working options availableGrade:Clerk Grade11/12Salary Range:$149,739 - $173,174 per annum plus superannuationEmployment Type:Ongoing, Full-Time opportunityAbout the teamThe financial control...

  • Account Manager

    2 days ago

    Sydney, Australia Drake Business Logistics Full time

    **Country**: Australia **State/Territory**: NSW **City/Suburb**: Sydney - CBD, Inner West & Eastern Suburbs **Work Type**: Full time **Jobs Descriptions** **Purpose** **Specific Accountabilities** - To act as senior point of contact to manage overall performance of client sites; - in conjunction with Country Manager, completion of client reporting and...

  • Account Manager

    5 days ago

    Sydney, Australia Drake Business Logistics Full time

    Job Snapshot **Country**: Australia **State/Territory**: NSW **City/Suburb**: Sydney - CBD, Inner West & Eastern Suburbs **Work Type**: Full time Sydney - CBD, Inner West & Eastern Suburbs **Jobs Descriptions** **Purpose** **Specific Accountabilities** - To act as senior point of contact to manage overall performance of client sites; - in conjunction...

  • Executive Manager

    1 week ago

    Sydney, Australia Service NSW Full time

    **Executive Manager** - **SNSW Grade**11/12**Location - Haymarket,**Gosford** or Parramatta**1** x Ong**oing Full-Time** **About the Team**: Service NSW is making it easier for people and businesses across NSW to access government services. Since launching in July 2013, the Digital Services division has successfully transformed and streamlined NSW...

  • Account Manager

    2 weeks ago

    Sydney, Australia QIC Limited Full time

    **About the role** Reporting to the National Manager, Services, you will manage the operational delivery of utility purchasing and on-selling, while also supporting the identification and execution of new revenue opportunities across a diverse range of services to help grow non-traditional income streams for the business. This is a part-time position (0.6...

  • Service Centre Manager

    2 weeks ago

    Sydney, Australia NSW Government -Service NSW Full time

    **Service Centre Manager Eastgardens** **Salary**: SNSW Grade 8/9 ($104,523 - $126,126 plus employer's contribution to superannuation and annual leave loading) **Location**: Eastgardens Service Centre (new centre coming soon) **Employment Status**: Full-time Ongoing **About the opportunity** Service NSW is excited to announce that our newest centre...

  • Director Accounting Ledger Management

    3 days ago

    Sydney, New South Wales, Australia NSW Department of Customer Service Full time $120,000 - $200,000 per year

    Lead a high-impact function within a dynamic and forward-thinking government divisionExciting ongoing opportunityTotal remuneration package starts from $233,441Hybrid working arrangements available - Ability to travel to Orange, Goulburn and Parramatta is requiredThe OpportunityAre you a strategic finance leader ready to shape the future of financial shared...

  • Account Manager

    3 days ago

    Sydney, Australia BSI People Full time

    Well established global company - Excellent earning potential - Great team environment Our global client is a leading cloud-based business that integrates Software, Cloud Services and Integrated Communications into CRM platforms. They develop innovative technology and have a core focus on making business communications easier, quicker and more...

  • People And Culture Manager – Remote

    1 day ago

    Sydney, New South Wales , Australia Dale Demo Account Full time $80,000 - $120,000 per year

    Summary:We are seeking a highly motivated and experienced People and Culture Manager to join our team. The successful candidate will be responsible for overseeing all aspects of human resources, including recruitment, employee relations, performance management, training and development, and compensation and benefits. The People and Culture Manager will work...

  • Strategic Account Manager

    4 days ago

    Sydney, Australia ADAPT Ventures Full time

    ADAPT is Australia’s leading Go-to-Market (GTM) Services firm, helping technology vendors and solution providers accelerate growth in the ANZ market. Our GTM Services team partners with sales and marketing leaders from the world’s most innovative technology companies to design localised, insight-led campaigns and executive engagement programs that open...