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Our client is a leading, dynamic property syndication business that has experienced an impressive growth period in the last two years. They provide a trusted, investor-centric experience, ensuring each client is supported throughout their investment journey.
Due to growth, they are seeking a highly skilled and dynamic professional to join the team as a Client Relationship Manager. This role would be particularly suited to an experienced Executive Assistant, as it involves a heavy focus on key client relationships and stakeholder management.
You will be a key point of contact for a diverse range of clients, working to build and nurture lasting relationships. You will ensure timely communication, manage client queries, and assist with a range of investment-related tasks, all while supporting internal fundraising efforts. Your role is critical in enhancing client satisfaction and contributing to the overall success of investment initiatives.
Key Responsibilities
* Client Communication & Engagement: Act as the primary contact for client inquiries, providing updates and support through various communication channels, and coordinating meetings and events.
* Client Onboarding & Relationship Building: Oversee new client onboarding, ensuring compliance and smooth account setup, while maintaining ongoing, personalised relationships.
* Reporting & Investment Updates: Prepare and manage investment reports, track financial matters, and address client queries on investment performance and opportunities.
* Process Improvement & Systems Management: Collaborate with internal teams to optimize client processes, manage CRM tools for client interactions, and improve internal workflows.
* Administrative Support: Manage the client inbox, assist with financial documentation preparation, and ensure timely delivery of necessary documents.
Skills & experience required:
* Must have experience in a similar role and proven stakeholder relationship management experience.
* Excellent communication and interpersonal skills.
* Strong organisational skills.
* Ability to take a proactive approach to solving problems and streamlining processes.
* Detail-oriented with a commitment to delivering high quality service.
If you have the required experience, please apply directly to the job advert. Alternatively, to see a job description or find out more, please email chloe@longreachrecruitment.com.au or call Chloe Thomas on 0452 345 478 for a confidential discussion.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative
* Industries
Staffing and Recruiting
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