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Client Relationship Manager, Equity Plan Solutions

Job Description

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.

Responsibilities + 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.

Education

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.

Experience

Job Summary

  • Published on: Friday, 19th April 2024
  • Designation: Client Relationship Manager,
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Sydney
  • Salary: 0
  • Gender:
  • Application Deadline: Friday, 19th April 2024

About the Company

  • Company Name: Link Group.
  • Address: Level 12 680 George Street Sydney NSW 2000
  • Website: www.linkgroup.com
  • Company Profile:
  • Link Group administers financial ownership data and drives user engagement, analysis and insight through technology. We deliver complete solutions for companies, large asset owners and trustees across the globe. Our commitment to market-leading client solutions is underpinned by our investment in people, processes and technology. 

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