Client Services Manager I Financial Services

Talent Connect are excited to be partnering with a fantastic company who are looking for a Client Services Manager whose primary focus will be building long lasting relationships with their established clients. This role will suit someone who is truly customer centric and has a keen eye for detail. The team are high performing and it is a very fast paced environment. This role offers lots of opportunity for growth and development.
 
Day to Day tasks include:

• To provide excellent customer service ensuring clients are responded to promptly and accurately.
• Attend client meetings to reviewing their business activities, additional services and any further projects or initiatives.
• Maintains an in-depth knowledge of each of their clients, including their organisation structure (and related entities), their share price and activity and the key contacts.
• To adhere to agreed service levels and when possible, exceed client's expectations.
• Develops a thorough understanding of company capabilities and service, and effectively communicate with clients
• Effective and accurate co-ordination and communication associated with allotments, cancellations, expired securities, cross border transfers and buybacks.
• Meet strict deadlines and work accurately to prepare for shareholder meetings, communication of mailings, voting and attendance.
• Work alongside the Team Leader to develop training for the team in that department
• Provide insights to internal managers to review how processes or trainings could be implemented/improved
• Responsibility to maintain high service outcomes to achieve and exceed service delivery standards 

• ASX experience required 
• Excellent customer service and pro-active relationship management skills.
• Experience in funds management, registries, or the financial sector
• Excellent verbal and written communication skills.
• Highly organised, able to prioritise and manage multiple tasks.
• Positive, energetic and inquisitive manner.
• Proven ability to work to strict deadlines
• Previous experience in a share registry environment would be advantageous.
• Attention to detail and accuracy.
• Ability to work effectively under pressure.
• High level of initiative and work well in a team environment.
• Stays well informed of industry news and trends
• Open to domestic travel for meetings.