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Client service director - asset management

Melbourne
beBeeFinancial
Client services Executive
Posted: 12 September
Offer description

About us:

We are a globally recognized, award-winning financial institution with over 130 years of experience.

We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

The Financial Services Delivery Manager plays a pivotal role in supporting Superannuation & Government clients in relation to Asset Servicing and Fund Administration.

You will respond to client inquiries and coordinate client activity, identifying solutions to support clients with their strategic objectives.

* Manage administrative and relationship needs of Superannuation, Sovereign and Government clients
* Respond to inquiries from clients and coordinate client activity
* Act as a key consultant to clients, assisting in formulation of best practices and redesign of processes
* Ensure overall client satisfaction by facilitating efforts of the service team

Main Responsibilities:

* Develop a comprehensive understanding of clients' business and operating model, strategic objectives, goals, and market challenges
* Assist Relationship Managers in advising clients on emerging issues and products/services
* Participate in development of solutions to client needs and coordinate presentations

About You:

* In-depth knowledge of Asset Servicing and/or Fund Administration
* Negotiation, problem-solving, and client servicing skills
* Excellent organizational and time management skills
* Attention to detail and client service focus

Working with Us:

We are a flexible and collaborative work culture where financial strength and stability embolden us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve.

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