Address A BIT ABOUT US
Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.
But it’s not just about what we do. It’s about empowering the wealth industry to change peoples’ lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.
The Client Relationship Manager (CRM) is responsible for the development and execution of a co-ordinated program of engagement with Class and Now Infinity key clients.
This role is predominantly a key account management role with a focus on building close business relationships, deepening our knowledge of clients’ businesses, meeting clients’ needs, delivering outstanding client service, and assisting Class & Now Infinity to achieve its targets relating to client retention, organic growth and sales.
This role is a permanent position and offers flexible work between home and our Sydney CBD offices.
What you'll do:
Develop trusted relationships with Class’s key clients, accounts, and groups
Maintain regular communication with all key contacts within your portfolio, ensuring all clients feel confident to contact you directly, and are aware of what they can expect in terms of regular service and communication
Respond to client enquiries in a timely, professional, and friendly manner
Maintain accurate and up-to-date records via Salesforce
Develop and execute on Account Plans, focusing on building trusted adviser relationships. Acquire a thorough understanding of key client needs and requirements
Delivery of agreed levels of service to allocated client portfolio (key accounts)
Liaise between the client and internal teams, acting as the key Relationship Manager
Act as a client advocate with a focus on improving the overall client’s experience. Deliver customer feedback back into the business.
What you'll need:
Minimum five years previous work experience in sales, management, key account management
Proven experience in Client Relationship management
Demonstration of a positive disposition and can-do attitude
Excellent presentation and public speaking skills
Strong sales and persuasion skills
Negotiation and influencing skills
Excellent time management skills
Highly developed written and verbal communication skills
Attention to detail
THE CLASS STORY
Class is heavily focused on technology innovation, attracting the best talent and empowering you to do your best work . We are constantly growing and learning, and this opportunity will truly make an impact as we keep on evolving!
Class Employee Benefits
Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).
Unlimited Access to LinkedIn Learning: Learn, grow, and develop with us.
Self-Funded Leave Scheme: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.
Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.
Flexible Working: We offer hybrid working arrangements.
HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.
Employee Assistance Program: Well-being Service provided to you plus your family members.
At Class we pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.
If you don't feel you fit this role 100%, we would still love to hear from you! Tell us what you're interested in - you still might have a skill we didn't realize we needed!
*As part of our process, a police check will be conducted on all successful candidates*.
Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.
“We are a 2023 Circle Back Initiative Employer – we commit to respond to every applicant”
We are certified as a Great Place to Work employer for 2022/2023.
