Client Relationship Manager
2 weeks ago
Our client is an established, highly respected global financial services group.
This is an exciting opportunity to join the Melbourne base team in a client relationship management role working in a team of highly experienced relationship management and sales people.
The role will be responsible for assisting the Senior Relationship Manager with:
- Day to day management of a portfolio of existing clients;
- Project management of onboarding of new clients including
- liaison with external consultants and referral partners;
- Regular client contact and liaison with other internal areas of the business;
- Participating in business development activity;
Requirements of the role:
- Develop and maintain good relationships with our existing clients to build a good understanding of their businesses and commercial objectives;
- Preparation of prospective client proposals;
- Attending internal, existing client and prospective client meetings as required;
- Maintaining the CRM database and other records;
- Attending industry seminars, events and functions as required and promotion of the firms services.
Key experience:-
- Relevant business degree in Business, Finance or Accounting;
- Minimum 5-10 years' experience in the financial services industry in a client relationship management role
- Excellent communication and interpersonal skills to ensure positive professional relationships with clients, service providers and colleagues;
- Experience with AFSL legislative and regulatory obligations desirable;
- Positive professional attitude and approach to work;
- Ability to learn new tasks quickly and to work autonomously.
For further information please contact Jordan Cavani of FourQuarters Recruitment via with a copy of resume.
-
Client Relationship Manager
3 hours ago
Melbourne, Victoria, Australia Arise Full timeCompany DescriptionAt Arise, we specialize in delivering high-performing, visually captivating websites designed to help businesses thrive, engage their audiences, and stand out in the digital space. Whether creating sleek landing pages or full-scale e-commerce platforms, our end-to-end web solutions combine strategic design with advanced functionality....
-
Client Relationship Manager
2 weeks ago
Melbourne, Victoria, Australia Platinum Travel Group Full timeYOU'RE A DETAIL-DRIVEN AND ARTICULATE LEADER WHO THRIVES ON BUILDING MEANINGFUL PARTNERSHIPS AND DRIVING STRATEGIC OUTCOMES. WITH A DEEP UNDERSTANDING OF CORPORATE TRAVEL AND A NATURAL ABILITY TO CONNECT WITH PEOPLE, YOU BRING CLARITY, CONFIDENCE AND COMMERCIAL INSIGHT TO EVERY CLIENT RELATIONSHIP.In this role, you'll take ownership of key national accounts...
-
Client Relationship Manager
2 weeks ago
Melbourne, Victoria, Australia Mars Recruitment Full timeOur client is a global company that provides comprehensive industry market research, trends and forecasts for various industries. The organisation conducts business and industry research across thousands of global and domestic markets. They have offices in America, United Kingdon, Europe, Australia and New Zealand. Currently, the organisation requires a...
-
Senior Relationship Manager(Client Partner)
2 weeks ago
Melbourne, Victoria, Australia Fiserv Full timeCalling all innovators – find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card,...
-
Relationship Manager
2 weeks ago
Melbourne, Victoria, Australia weave. Recruitment Full timeA growing Australian financial services firm, who recently went through an acquisition, has an exciting opportunity for a relationship manager in the Melbourne market. This role will foster and maintain long-term relationships with this firm's clients and ensure compliance obligations are met for each fund and financial product. You will have the opportunity...
-
Client Relationship Associate
2 weeks ago
Melbourne, Victoria, Australia Greenleaf Cosmetics Australia Full timeClient Support & Communication -· Assist with customer communication under the supervision of an Account Manager.· Provide timely, accurate updates on project timelines, production status, and deliveries.· Build trust with clients through clear, responsive, and professional communication.Project Coordination -· Support the account management team in...
-
Head of Client Relationships Fund Services
2 weeks ago
Melbourne, Victoria, Australia SS&C Technologies Full timeAs a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.Job...
-
Relationship Manager
2 weeks ago
Melbourne, Victoria, Australia Rest Full timeSupporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholdersClosing date: 2nd January 2026Please note Rest does not accept speculative resumes from recruitment agenciesRest will review applications prior to the closing date and may close the role earlierJob DescriptionEstablished in...
-
Relationship Manager
2 weeks ago
Melbourne, Victoria, Australia Rest Industry Super Full timeCompany DescriptionSupporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholdersClosing date: 2nd January 2026Please note Rest does not accept speculative resumes from recruitment agenciesRest will review applications prior to the closing date and may close the role earlierJob...
-
Relationship Manager
2 weeks ago
Melbourne, Victoria, Australia La Trobe Financial Full timeAbout La Trobe FinancialLa Trobe Financial is Australia's leading alternative asset manager, helping Australians build better futures for over 70 years. With $21 billion in assets under management and the trust of 120,000 customers, we've grown through a commitment to service, innovation, and putting people first.We don't just deliver retirement income –...
