Client Relationship Associate

54 minutes ago

Sydney, New South Wales, Australia c2165488-7aed-4c9e-8d22-7f6824d5d387 Full time $60,000 - $100,000 per year

The Opportunity - Client Relationship Associate (Remote)

Maven Partners are working exclusively with an international firm that is expanding its presence in Australia. The business has experienced strong growth in recent years and continues to onboard new clients in Sydney. As a result, they are seeking someone with a finance background who is interested in transitioning into a Client Management position.

This role is well suited to someone who has completed their CA or a finance degree and is looking to move away from a traditional finance career in favour of a role with a stronger focus on business development and client engagement.

The Responsibilities - Client Relationship Associate (Remote)

  • Learn and understand all the technical aspects relating to the businesses share plan product to onboard clients and client information onto the the businesses platform, and manage client requirements.
  • Implement and advise on the technical aspects of the businesses share plan product.
  • Set up award issue and exercise processes, including communication with brokers to ensure a seamless trading process.
  • Assist clients with IFRS 2 and incentive-related queries and in using the system.
  • Build relationships with the client.
  • Maintain client relationships and offer new or existing solutions to existing clients.
  • Understand client needs and collaborate with management, colleagues, and other staff to enhance the product based on new clients or internal requirements.
  • Create and provide training to clients in using the platform.
  • Provide ongoing feedback and ideas to management on ways to improve the system.

The Requirements - Client Relationship Associate (Remote)

  • Financial background with a relevant Bachelor's degree (CA or Equivalent).
  • Strong academic record & technically proficient (finance).
  • Strong Excel skills are a prerequisite.
  • Analytical and problem-solving skills.
  • Excellent communication skills (email and in-person).
  • Can lead client meetings.
  • Can work in a team environment & alone (self-starter).
  • Knows how to prioritise tasks and provide excellent service.
  • Deadline-driven and can work under pressure.

Maven Partners

Maven Partners is a specialist financial advisory, accounting and taxation recruitment services business. The partners have a wealth of experience in executive search and interim management, servicing clients in Asia Pacific markets from our offices in Melbourne, Sydney and Brisbane.

At Maven Partners, we are holders and seekers of knowledge. In our case this refers to knowledge gained through experience, dedication, and perseverance. Knowledge is Maven's central value.

To discuss this opportunity further please email to arrange a call and/or meeting with Jack.

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