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Client experience account manager - transfer agency

Melbourne
beBeeClient
Accountancy Manager
Posted: 25 June
Offer description

Role Summary

We are seeking a skilled and experienced Client Experience Account Manager to join our team.

This role is responsible for delivering exceptional service to our Transfer Agency clients, ensuring seamless execution of day-to-day operations and proactive client engagement to drive satisfaction and retention.

The ideal candidate will have strong interpersonal and relationship-building skills, with the ability to build trust and rapport with clients at multiple levels.

In this role, you will be responsible for overseeing all aspects of client service delivery, collaborating with internal teams to enhance service quality and drive long-term client value.

You will also act as a trusted advisor to clients, understanding their business objectives, operational needs, and service expectations.

The successful candidate will have a proven track record of building and managing strong relationships with key stakeholders, with excellent communication and presentation skills.

They will also have experience in positioning and managing complex technology and services solutions, with a customer-first mindset.


Key Responsibilities

* Deliver exceptional service to Transfer Agency clients
* Oversee all aspects of client service delivery
* Act as a trusted advisor to clients
* Build and maintain strong relationships with key stakeholders
* Collaborate with internal teams to enhance service quality


Requirements

* 3-5 years of account management or client-facing experience
* Proven ability to build and manage strong relationships with key stakeholders
* Excellent communication and presentation skills
* Strong interpersonal and relationship-building skills
* Experience in positioning and managing complex technology and services solutions


What We Offer

* Flexible work arrangements
* Opportunities for professional growth and development
* A dynamic and supportive team environment

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