Client Relationship Assistant Manager

**Overview**

The role of a CRAM is to support the designated Client Relationship Managers in their efforts to meet client objectives - understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential.

**Key Accountabilities and Main Responsibilities**
- CRAMs provide crucial support to those - i.e. Client Relationship Managers (CRMs) - responsible for the premium delivery of services to Link's clients and their investors.
- Day-to-day responsibilities include:

- Managing client expectations through the timely and quality delivering of specific service elements (e.g. reports)
- Point of contact for clients in the absence of CRMs
- Assistance with or project management of mailings
- Maintenance of the Link's Clients & Contacts Database as directed by CRMs
- Report production on a weekly and monthly basis (eg. statistics, end of month reports, billing and client fees)
- AGM responsibilities include:

- Client and third-party provider liaison
- Proxy form coordination - including keying and auditing of forms where required
- Delivery of proxy reports
- General coordination (e.g. production of admission/voting cards)
- Registration staff training (where required

**Experience & Personal Attributes**
- Ability to work under pressure and maintain set target levels as directed
- Accurate and efficient
- Self-motivated with the ability to effectively work both autonomously and as part of a team
- Microsoft Word, Excel and Access skills
- Articulate with sound oral and written communication skills
- Ability to quickly grasp and assess concepts, situations and personalities
- Professional image
- Ability to communicate at all levels and with all types of personalities
- Ability to manage projects including the coordination of client Annual General Meetings (AGM)
- In addition, a CRAM must demonstrate the aptitude to develop (over time) the following technical and professional skills:

- The capacity and willingness to quickly gain and understanding - of the securities industry and associated regulatory and legislative environments
- Retail financial services knowledge, with an emphasis on the stock market
- Understanding of the purpose the AGM and its protocols and processes
- Cross-selling skills
- Project management skills
- Business awareness of both Link and its clients to meet client needs

Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.

Our Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, and employee share plans. We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe.

Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division.

Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.