Client Relationship Manager

Banking & Financial Services
New South Wales, Australia
11/11/2022
Full Time

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Job Description

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 our company 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. Candidates must have the relevant work rights to be considered for an opportunity at this company. Successful applicants will be required to complete background screening prior to commencement of employment.

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 our employee share plans clients to ensure maximum revenue potential and develop and maintain strong relationships with clients.
CRMs are ultimately responsible for the premium delivery of services to Link’s employee plans clients and their employees. This includes managing client expectations, negotiating service level agreements, managing employee share plans vesting, offer and reporting requirements, account planning, cross-selling and strategic initiatives.
Key Accountabilities and main responsibilities
  • development and documentation of appropriate operational procedures
  • identification of all risks and the implementation of appropriate controls ensuring that all work is undertaken in a timely, accurate and efficient manner and in accordance with the plan rules
  • Be the point of contact for EPS client matters within Link in relation to a specified portfolio of clients and be able to answer all queries regarding the client and their plans
  • Develop and maintain centralised client databases
  • Actively promote EPS and other areas of Link’s services to existing and potential clients
  • Review clients existing share plans and utilise influencing skills to maximise business Opportunities
  • Manage internal stakeholders and co-ordinate delivery of services in a timely manner to Clients
Experience & Personal Attributes
  • Extensive relationship experience gained in a services sector preferably financial is essential, as is a proven track record of building productive relationships and generating both cross−selling and new sales opportunities
  • Five years’ minimum experience in the financial services industry, which includes close liaison with the operational side of a transaction business and a high level of understanding within the securities industry
  • University Graduate (Business / finance / accounting qualification preferred)
  • Highly developed employee share plan knowledge
  • Project management skills
  • Process management and analytical skills
  • Advanced Microsoft Word and Excel skills
  • Ability to work under pressure and maintain set target levels as directed
  • Accuracy and efficiency
  • Excellent verbal and written communication skills

What we can offer you

  • Salary Sacrificing via Superannuation – supporting you along your journey to retirement
  • Purchased Leave Scheme – purchase additional leave for that next family holiday
  • Parental Leave Scheme – plan your future
  • Learning & Development – Development at your fingertips via self-paced learning, including educational assistance support
  • Talent Referral Scheme – refer a friend and receive a cash incentive!
  • Recognition Program – say thank you today!
  • Wellness Program – rewards and resources tailored to support you and your family
  • Corporate Social Responsibility Program, including volunteer leave
  • Employee discounts – Access discounted rates and offers from a variety of providers, including Bupa!
  • FlexiWorks – enabling our employees to work in the office and at home

 

We are an inclusive employer whose people work collaboratively. We are building a culture where difference is valued. We are doing this by encouraging, supporting and valuing the various talents and perspectives of our people and supporting flexible ways of working. We know that diversity drives innovation and innovation drives 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 careers responsibilities.

What do I do next?

If you think you’re a great fit, we’d love to hear from you. Just click on the APPLY button. Successful applicants will be required to complete background screening prior to commencement of employment. Please be aware that sponsorship is not available for this role.

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