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    Client Relationship Assistant - Sydney, Australia - Link Group

    Link Group
    Link Group Sydney, Australia

    2 days ago

    Default job background
    Full time
    Description

    The role of a CRAM is to support the designated Client Relationship Assistant 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.
    • Managing client expectations through the timely and quality delivering of specific service elements
    • Act as the point of contact for clients in the absence of CRMs
    • Assist 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)
    • Carry on AGM responsibilities which 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
    • 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
    • Understand 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

    What's it like to work here?
    We're proud to have created a culture and work environment that is supportive, values diversity, inclusion, flexibility, and blended working. We pride ourselves on being open and transparent and we genuinely value the health and wellbeing of our people. Joining Link Group means you'll join an employer who fosters pathways for continuous learning and skill development, providing you with the tools you need to focus on career growth and personal development. We provide a range of benefits including:

    • Supporting you along your journey to retirement, offering salary sacrificing via Superannuation
    • Enabling you to plan for your families future via our paid parental leave scheme
    • Wellness programs, including rewards and resourced tailored to support you and your family
    • Providing a variety of employee discounts and services, including health insurance
    • We'll enable you to work in a blended working environment via our FlexiWorks program
    • Rewarding you for your hard work via our recognition program
    • You'll even be paid to give back to the community via volunteer leave

    What's Next?
    If you think you're a great fit, we'd love to hear from you. Just click on the APPLY button. Successful applicants will be required to complete background screening prior to commencement of this role. Please be aware that sponsorship is not available for this role.

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