Client Services Manager - Brisbane, Australia - Perigon Group

Perigon Group

Verified Company

Brisbane, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Full time, permanent role

CBD Location
Flexible working options

The Organisation
This global infrastructure fund is truly market leading in its reputation and international footprint.

With an impressive and diverse portfolio of assets and the head office in Australia, they are also well established with strong teams in both the UK And US.

The Role
Reporting into the Head of Client Relationships, the Client Services Manager will

provide high quality client service, business development and relationship management activities to the fund's large client base.

Key Responsibilities include;

Prepare and present regular investment updates to selected clients either individually or in collaboration with other teams.
Develop and maintain a deep understanding of the investment products and capabilities used to build portfolios for the client base
Regularly communicate client priorities across internal stakeholders.
Provide insights and investor strategy preferences to support product innovation.
Responsible for managing a portfolio of clients.
Present with influence to client Boards, Committees, management and consultants.
Ensure value adding client meetings through coordination, preparation and distribution of presentations (power point) briefing notes and agendas and arrangement of preparation meetings.
Track, capture, monitor and maintain accurate client information, insights, activities, requests, communication preference and engagement plans in CRM (Dynamics).
Coordinate, maintain and review Investment Management Agreements and other agreements with clients (in association with relevant service providers (Risk and Legal)).
Prospect for new clients
Coordinate onboarding / offboarding, client agreement execution/reviews and operationalisation, management of client obligations and additional services.

About You

5+ years' postgraduate experience preferably in investment management, professional services, or relevant
Aligned tertiary qualifications (Business, Finance, Commerce or Economics)
Interest in funds management and financial markets
Selfstarter with strong organisational, time management and prioritisation skills
Strong: verbal and written communication skills, attention to detail and analytical skills
Proficiency in Microsoft Office (Excel, Word and PowerPoint) and Client Relationship Management (CRM) systems and reporting tools (Microsoft Dynamics CRM).
Demonstrated initiative, drive and professionalism and ability to "think, question and challenge" with a clientled commercial mindset