Job Description

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Summary:

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As a Client Relationship Manager in the financial services sector, you will play a pivotal role in fostering and maintaining strong relationships with our clients. Based in Sydney, New South Wales, this permanent, full time position is ideal for an entry-level professional eager to develop their career in a agile and rewarding environment. Your contributions will be essential in ensuring client satisfaction and driving business growth.

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Responsibilities:

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Develop and maintain robust relationships with clients to understand their needs and provide tailored financial solutions.
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Act as the primary point of contact for client inquiries and concerns, ensuring timely and effective resolution.
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Collaborate with internal teams to deliver exceptional service and support to clients.
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Conduct regular follow-ups with clients to assess satisfaction and identify opportunities for further engagement.
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Assist in the preparation of client presentations and reports to communicate financial performance and strategies.
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Stay updated on industry trends and regulatory changes to provide informed advice to clients.
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Qualifications:

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Bachelor’s degree in Finance, Business Administration, or a related field.
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Solid interpersonal and communication skills, with the ability to build rapport with clients.
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Basic understanding of financial products and services.
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Proficient in Microsoft Office Suite, particularly Excel and PowerPoint.
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Ability to work collaboratively in a team environment and manage multiple tasks effectively.
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A proactive attitude with a willingness to learn and develop professionally.
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Familiarity with customer relationship management (CRM) software.
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📌 Client Relationship Manager Sydney
🏢 GPPW
📍 Sydney