AddressOverview
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
