Client Relationship Manager

The Apex Group

Sydney, Australia
Competitive remuneration commensurate with skills ...
Bachelor degree in business or finance
4 years corporate environment experience
Funds administration or custodian experience
Act as the dedicated point of contact for clients while proactively managing relationships as a trusted advisor

Job Summary

  • Act as the dedicated point of contact for clients while proactively managing relationships as a trusted advisor.
  • Coordinate internal stakeholders to resolve client queries and ensure the highest level of client satisfaction.
  • Identify and follow through on revenue growth opportunities through cross-selling, up-selling, and contract reviews.

Matching Summary

Act as the dedicated point of contact for clients while proactively managing relationships as a trusted advisor.

Salary

Competitive remuneration commensurate with skills and experience; Training and development opportunities included; Not specified

Skills & Requirements

Must-have

  • Bachelor Degree in Business or Finance
  • 4 years corporate environment experience
  • Funds administration or custodian experience
  • Advanced Microsoft Suite proficiency
  • Salesforce CRM administration skills

Nice-to-have

  • Strong problem-solving abilities
  • Cross-selling and revenue growth focus
  • Collaborative team player approach
  • Ability to work under pressure
  • Trusted advisor mindset

Key Requirements

  • Bachelor Degree in Business or Finance-related discipline
  • At least 4 years' experience in a corporate environment
  • Experience in funds administration, funds management or a custodian

Work Rights

Not specified

Tailored Resume

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