Client Relationship Manager, Equity Plan Solutions

1 month ago

Brisbane, Australia Link Group Full time

About Us: 

At Link Market Services Limited (Link), we are dedicated to understanding, anticipating, and managing the needs and expectations of our clients. As a Client Relationship Manager (CRM), you'll play a vital role in ensuring maximum revenue potential while maintaining strong relationships with our clients and their investors.

Role Overview: 

As a CRM, you'll be responsible for delivering premium services to Link's clients and their investors. This includes managing client expectations, negotiating service level agreements, account planning, cross-selling, and driving strategic initiatives to enhance client satisfaction and loyalty.

Key Responsibilities:

  • Maintain and develop relationships with fee-paying clients and internal departments, ensuring client expectations are met.
  • Proactively meet with clients to anticipate their needs and provide tailored solutions.
  • Manage projects and mailings, including overseeing each client's Annual General Meeting.
  • Ensure all registry tasks achieve desired outcomes for Link and its clients.
  • Ensure clients comply with regulatory requirements and contractual terms of business.
  • Develop long-term relationships based on knowledge, trust, and added value to drive stability and incremental income.
  • Achieve new business revenue targets and report progress in line with company standards.
  • Review and provide input into client complaints and query management reporting.
  • Ensure operational controls are carried out to mitigate business risk effectively.
  • Manage all issues and queries within agreed service levels in collaboration with internal departments.

Experience & Qualifications:

  • Extensive relationship management experience in the services sector, preferably in financial markets industry (e.g., Share Registry, Capital Markets, or Brokerage).
  • Proven track record of building productive relationships and generating cross-selling and new sales opportunities.
  • Demonstrated experience in developing and managing clients across a diverse range of industries.
  • Confident and professional communicator with excellent verbal, written, and presentation skills.
  • High attention to detail, with proven ability to prioritize work to meet deadlines.
  • Team player with the ability to work collaboratively as well as independently when needed.
  • Intermediate to advanced proficiency in Word, Excel, Outlook, and PowerPoint.

What’s it like to work here: We’re proud to have created a culture and work environment that is supportive, values diversity, inclusion, flexibility, and blended working. We pride ourselves on being open and transparent, and we genuinely value the health and wellbeing of our people. Joining Link Group means you'll join an employer who fosters pathways for continuous learning and skill development, providing you with the tools you need to focus on career growth and personal development. We provide a range of benefits including:

  • Salary sacrificing via Superannuation
  • Paid parental leave scheme
  • Employee discounts: health insurance
  • Hybrid working model
  • Volunteer leave

How to Apply: If you're a dynamic professional with a passion for client service and relationship management in the financial services industry, we want to hear from you. Please submit your application, including your resume and a cover letter outlining your relevant experience and why you're the perfect fit for this role.

  • Client Relationship Manager

    4 weeks ago

    Brisbane, Australia Link Group Full time

    **Overview** The role of a Client Relationship Manager (CRM) is to deliver against Link Market Services Limited’s (Link) client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential and develop and maintain strong relationships with clients. CRMs are ultimately responsible for the...

  • Client Relationship Manager

    1 month ago

    Brisbane, Australia Vendito Consulting Full time

    Sector- Architecture & Design - Job type- Full Time - Contact- 0481 613 268- Location- Brisbane - Salary- 90k/year - 100k/year - Reference Company Overview: Our client is an established Australasian furniture manufacturing and supply company, renowned for its reliability and reputation. As a tier 1 Australian company, they specialize in working on great...

  • Solution Design Manager

    1 month ago

    Brisbane, Australia CYOS Solutions Full time

    **Application closing date**: Friday, 01 September 2023 - 11:59pm, Canberra time (in Canberra) **Estimated start date**: Sunday, 01 October 2023 **Location of work**: QLD **Length of contract**: 12 months **Contract extensions**: 2 x 12 months **Security clearance**: Ability to obtain Baseline clearance **Rates**: $110 - $140 per hour (inc. super) -...

  • Client Relationship Manager

    24 hours ago

    Brisbane, Australia WorkPac Group Full time

    **Hey, is this you?** - Exceptional customer and communications skills - Sales & results driven - Proactive approach and attitude - Leadership qualities - Ambitions and motivated Are you ready to join a dynamic company that embraces positive culture and growth? We are looking for our next Client Relationship Manager who has experience upselling and...

  • Client Contracts

    4 weeks ago

    Brisbane, Australia QIC Limited Full time

    **The Opportunity** Joining QIC’s Capital Solutions team, we are seeking a Client Contracts & Solutions Manager on a full-time permanent basis in our Brisbane office. In this role, you will work closely with our investment teams, legal team, wider business development and business solutions team for the project management of QIC clients’ investment...

  • Client Relationship Officer

    1 month ago

    Brisbane, Australia ScotPac Full time

    Call Centre & Customer Service Customer Service We're on the hunt for fresh talent, with a hunger for learning, a curious mindset and appetite for growth to join us as a Client Relationship Officer. Our Purpose We are on a big journey at ScotPac pushing the boundaries of SME lending. We started our journey over 30 years ago with a very relationship...

  • Relationship Manager

    5 days ago

    Brisbane, Australia Global Payments, Inc. Full time

    Relationship Manager Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and...

  • Client Contracts

    2 weeks ago

    Brisbane, Australia QIC Full time

    The Opportunity Joining QIC’s Capital Solutions team, we are seeking a Client Contracts & Solutions Manager on a full-time permanent basis in our Brisbane office.  In this role, you will work closely with our investment teams, legal team, wider business development and business solutions team for the project management of QIC clients’ investment...

  • Investment Specialist

    1 month ago

    Brisbane, Australia Commonwealth Bank Full time

    **About us**: **Commonwealth Private (CP) **seeks to improve the financial wellbeing of our customers and communities across generations. As part of the Investments & Research Team (IRT), this role works closely with the broader Commonwealth Private business areas. The **Investment Specialist - Global Portfolio Solutions **informs and presents to clients...

  • Client Relationship Manager

    1 month ago

    Brisbane, Australia Mars Recruitment Full time

    About the Company: A global publishing business with operations across across Australia, United Kingdom, Germany and the United States. They are the number one provider in their industry to libraries and schools across Australia. Responsibilities of the role: - Nurture and maintain strong relationships with existing long term clients - Work towards and...

  • Client Relationship Manager

    1 month ago

    Brisbane, Australia Cognizant Full time

    **About Cognizant**: - Cognizant (NASDAQ: CTSH) is a leading provider of information technology, consulting, and business process services, dedicated to helping the world's leading companies build stronger businesses. Headquartered in Teaneck, New Jersey (U.S.), Cognizant combines a passion for client satisfaction, technology innovation, deep industry and...

  • Relationship Associate

    7 hours ago

    Brisbane, Australia McMillan Shakespeare Full time

    The McMillan Shakespeare Group (MMS) is a trusted provider of salary packaging, novated leasing, disability plan management and support co-ordination, asset management and related financial products and services. From our origins in 1988 when we created Australia’s salary packaging industry to today, MMS has a proud history of innovation and exceptional...

  • Relationship Training Manager

    4 weeks ago

    Brisbane, Australia IOOF Holdings Full time

    **Date**:31-May-2023**Location**:Brisbane, QLD, AU, 4000**Employment Type**:Permanent Full Time- Permanent Full-Time position - Location: Brisbane - Hybrid working arrangements, lifestyle flexibility **The Role** - The role of a Relationship Training Manager is to represent the Advisory Solutions division in all aspects of the financial services industry in...

  • Relationship Executive

    1 month ago

    Brisbane, Australia Commonwealth Bank of Australia Full time

    Relationship Executive - Major Client Group - You are a relationship builder, passionate about nurturing a client base and building new business - We are proud to support businesses across Brisbane to build a successful future - Diversified portfolio with a lot of potential growth **See yourself as part of our team** Business Banking is proud to support a...

  • Relationship Executive

    1 month ago

    Brisbane, Australia Commonwealth Bank of Australia Full time

    Relationship Executive - Major Client Group - You are a relationship builder, passionate about nurturing a client base and building new business - We are proud to support businesses across Brisbane to build a successful future - Diversified portfolio with a lot of potential growth **See yourself as part of our team** Business Banking is proud to support a...

  • Client Solutions Officer

    1 month ago

    Brisbane, Australia Communities, Housing and Digital Economy Full time

    **As the Client Solutions Officer, you will**: - Receive and respond to partner agency communication linked to service issues, new business, change requests, billing and reporting enquiries, and service improvements to ensure a timely response and resolution. - Support the team to identify new and existing agency partnership business opportunities, assist...

  • Relationship Executive

    1 month ago

    Brisbane, Australia Commonwealth Bank Full time

    You are a relationship builder, passionate about nurturing a client base and building new business - We are proud to support businesses across Brisbane to build a successful future - Diversified portfolio with a lot of potential growth **See yourself as part of our team Business Banking is proud to support a range of medium to large sized businesses across...

  • Relationship Executive

    1 month ago

    Brisbane, Australia Commonwealth Bank of Australia Full time

    You are a relationship builder, passionate about nurturing a client base and building new business - We are proud to support businesses across Brisbane to build a successful future - Diversified portfolio with a lot of potential growth **See yourself as part of our team** Business Banking is proud to support a range of medium to large sized businesses...

  • Relationship Executive

    1 month ago

    Brisbane, Australia Commonwealth Bank of Australia Full time

    You are a relationship builder, passionate about nurturing a client base and building new business - We are proud to support businesses across Brisbane to build a successful future - Diversified portfolio with a lot of potential growth **See yourself as part of our team** Business Banking is proud to support a range of medium to large sized businesses...

  • Relationship Executive

    4 weeks ago

    Brisbane, Australia Commonwealth Bank Full time

    You are a relationship builder, passionate about nurturing a client base and building new business - We are proud to support businesses across Brisbane to build a successful future - Diversified portfolio with a lot of potential growth **See yourself as part of our team Business Banking is proud to support a range of medium to large sized businesses across...