
Client Services Manager
7 days ago
Full time, permanent role
- CBD Location
- Flexible working options
**The Organisation**
This global infrastructure fund is truly market leading in its reputation and international footprint. With an impressive and diverse portfolio of assets and the head office in Australia, they are also well established with strong teams in both the UK And US.
**The Role**
Reporting into the Head of Client Relationships, the Client Services Manager will
provide high quality client service, business development and relationship management activities to the fund's large client base.
Key Responsibilities include;
- Prepare and present regular investment updates to selected clients either individually or in collaboration with other teams.
- Develop and maintain a deep understanding of the investment products and capabilities used to build portfolios for the client base
- Regularly communicate client priorities across internal stakeholders.
- Provide insights and investor strategy preferences to support product innovation.
- Responsible for managing a portfolio of clients.
- Present with influence to client Boards, Committees, management and consultants.
- Ensure value adding client meetings through coordination, preparation and distribution of presentations (power point) briefing notes and agendas and arrangement of preparation meetings.
- Track, capture, monitor and maintain accurate client information, insights, activities, requests, communication preference and engagement plans in CRM (Dynamics).
- Co-ordinate, maintain and review Investment Management Agreements and other agreements with clients (in association with relevant service providers (Risk and Legal)).
- Prospect for new clients
- Coordinate on-boarding / off-boarding, client agreement execution/reviews and operationalisation, management of client obligations and additional services.
**About You**
- 5+ years’ post-graduate experience preferably in investment management, professional services, or relevant
- Aligned tertiary qualifications (Business, Finance, Commerce or Economics)
- Interest in funds management and financial markets
- Self-starter with strong organisational, time management and prioritisation skills
- Strong: verbal and written communication skills, attention to detail and analytical skills
- Proficiency in Microsoft Office (Excel, Word and PowerPoint) and Client Relationship Management (CRM) systems and reporting tools (Microsoft Dynamics CRM).
- Demonstrated initiative, drive and professionalism and ability to “think, question and challenge” with a client-led commercial mindset
-
Client Services Manager
2 weeks ago
Brisbane, Australia CMBM Facility Services Full time**CMBM (Clean, Maintain, Build, Manage)** is a well-established Queensland owned and operated Facility Services and Cleaning business, enjoying continued growth throughout the State. We are looking for a conscientious, performance-driven **Client Services Manager** to oversee Cleaning operations Schools. **Part time position - 30 hours a week.** Reporting...
-
Client Services Manager
2 weeks ago
Brisbane, Queensland, Australia Mortgage Box Full time$80,000 – $90,000 per year + Bonusses + SuperAbout the roleAs the Client Services Manager (CSM) at Mortgage Box, you will play a pivotal role in providing exceptional customer service and support to our valued clients. This full-time position is based in our Murarrie, Queensland office .What you'll be doingManage the end-to-end loan process—valuation,...
-
Client Services Manager
2 weeks ago
Brisbane, Queensland, Australia Mortgage Box Full time$80,000 – $90,000 per year + Bonusses + SuperAbout the roleAs the Client Services Manager (CSM) at Mortgage Box, you will play a pivotal role in providing exceptional customer service and support to our valued clients. This full-time position is based in our Murarrie, Queensland office .What you'll be doingManage the end-to-end loan process—valuation,...
-
Client Services Manager
2 days ago
Brisbane, Queensland, Australia Buscojobs Full time80,000 – $90,000 per year + Bonusses + SuperAbout the roleAs the Client Services Manager (CSM) at Mortgage Box, you will play a pivotal role in providing exceptional customer service and support to our valued clients. This full-time position is based in our Murarrie, Queensland office .What you'll be doingManage the end-to-end loan process—valuation,...
-
Client Services Manager
2 weeks ago
Brisbane, Australia Navish Complete care Full time**We’re Hiring: Client Service Manager** **Location**: Brisbane **Employment Type**: Part time **About Us** At **Navish Complete Care**, we are proud to be a registered **NDIS provider** and a trusted **nursing recruitment agency**. Our commitment is to empower individuals through high-quality, personalised care that truly makes a difference. As we...
-
Client Service Manager
2 weeks ago
Brisbane, Queensland, Australia Command51 Full timeAre you passionate about delivering great service? Do you thrive in a fast-paced environment? Perhaps you're currently working as a hospitality or venue manager and looking to move industry?Command51 seeks a full-time Client Service Manager to oversee multiple client sites located across Brisbane CBD and surrounding suburbs.About usCommand51 isa cleaning and...
-
Client Service Manager
2 weeks ago
Brisbane, Queensland, Australia Command51 Full timeAre you passionate about delivering great service? Do you thrive in a fast-paced environment? Perhaps you're currently working as a hospitality or venue manager and looking to move industry?Command51 seeks a full-time Client Service Manager to oversee multiple client sites located across Brisbane CBD and surrounding suburbs.About usCommand51 isa cleaning and...
-
Client Service Manager
7 days ago
Brisbane, Australia Mercer Full timeWe are seeking a talented individual to join our Client Service team at **Mercer**. This role will be based in **Brisbane.** This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a **12-month, fixed term contract.** As the **Senior Client Service Officer,** you will act as a critical link between...
-
Client Services Manager
7 days ago
Brisbane, Australia Assure Programs Full time**About the Role** Are you a strategic leader with a passion for delivering exceptional customer experiences? Assure is seeking a dynamic **Client Services Manager** to lead our Client Services Centre. In this pivotal role, you’ll drive operational excellence, lead high-performing teams, and implement innovative strategies to enhance client satisfaction...
-
Client Services Manager
3 weeks ago
Brisbane, Queensland, Australia Pickwick Group Pty Ltd Full timeAdd expected salary to your profile for insights.Are you a people-focused leader who thrives on building strong client relationships and supporting frontline teams? We're looking for a Client Services Manager to join our established team and help us deliver exceptional service across our commercial cleaning contracts, with particular emphasis on strategic...