47d ago

Client Relationship Assistant Manager

Link Group


Similar jobs pay $60k ~ $69k
Permanent Full time Standard business hours
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Full job description

Overview
The role of a CRAM is to support the designated Client Relationship Managers in their efforts to meet client objectives – understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential.

Key Accountabilities and Main Responsibilities

  • CRAMs provide crucial support to those – i.e. Client Relationship Managers (CRMs) – responsible for the premium delivery of services to Link’s clients and their investors.
  • Day-to-day responsibilities include:
  • Managing client expectations through the timely and quality delivering of specific service elements (e.g. reports)
  • Point of contact for clients in the absence of CRMs
  • Assistance with or project management of mailings
  • Maintenance of the Link’s Clients & Contacts Database as directed by CRMs
  • Report production on a weekly and monthly basis (eg. statistics, end of month reports, billing and client fees)
  • AGM responsibilities include:
  • Client and third-party provider liaison
  • Proxy form coordination – including keying and auditing of forms where required
  • Delivery of proxy reports
  • General coordination (e.g. production of admission/voting cards)
  • Registration staff training (where required

Experience & Personal Attributes

  • Ability to work under pressure and maintain set target levels as directed
  • Accurate and efficient
  • Self-motivated with the ability to effectively work both autonomously and as part of a team
  • Microsoft Word, Excel and Access skills
  • Articulate with sound oral and written communication skills
  • Ability to quickly grasp and assess concepts, situations and personalities
  • Professional image
  • Ability to communicate at all levels and with all types of personalities
  • Ability to manage projects including the coordination of client Annual General Meetings (AGM)
  • In addition, a CRAM must demonstrate the aptitude to develop (over time) the following technical and professional skills:
  • The capacity and willingness to quickly gain and understanding – of the securities industry and associated regulatory and legislative environments
  • Retail financial services knowledge, with an emphasis on the stock market
  • Understanding of the purpose the AGM and its protocols and processes
  • Cross-selling skills
  • Project management skills
  • Business awareness of both Link and its clients to meet client needs

Skills
ARTICULATE
BILLING
MICROSOFT WORD
PROJECT MANAGEMENT
SELF MOTIVATED

Perks & benefits
Training
Pay comparison
Market average based on all Banking & Finance Law jobs in Sydney NSW
Estimated range
$60k - $69k
Market average
$153k
$38k - $60k
3 jobs
$60k - $83k
14 jobs
$83k - $105k
118 jobs
$105k - $128k
14 jobs
$128k - $150k
40 jobs
$250k+
222 jobs
$153k
Market average
$57k
$250k+
Actual pay is not disclosed by the employer

Job details
Date posted
30 Jun 2022
Category
Admin & Office Support
Occupation
Banking & Finance Law
Estimated
$60k ~ $69k
Contract type
Permanent
Work type
Full time
Job mode
Standard business hours
Sector
Private business
Work Authorisation
Australian citizen / Permanent resident

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