Link Group

Client Relationship Assistant Manager (BB-B844D)

Found in: Neuvoo AU

Description:
Overview 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

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