Client Relationship Manager

Do you have knowledge and experience in Financial Planning or Superannuation Funds? Is so, we want YOU!

Our client has been entrusted with Australians' retirement savings for over 75 years. As an industry superannuation fund, they focus on delivering exceptional outcomes for their members' futures. The culture is built around collaboration, support, and innovation. We are now looking for a highly skilled Client Relationship Manager to join their team and contribute to their continued success.

Key Responsibilities:

  • Cultivate and enhance relationships within a designated territory of existing employers and members to boost engagement and resolve issues.
  • Foster strong connections across various levels within serviced employers.
  • Develop and execute service plans to ensure retention, engagement, and growth opportunities.
  • Organise and deliver educational seminars for employers/members, both in-person and virtually.
  • Participate in employer and member events across all regions.
  • Maintain accurate and timely records of employer and member interactions.
  • Promote campaigns and provide feedback on their effectiveness.
  • Identify and address new and existing business opportunities within current employers, focusing on growth.
  • Establish new relationships with potential employers.
  • Undertake additional initiatives as directed by the Team Leader Education and Growth.
Skills and Experience:
  • 5+ years in a similar role within financial services or superannuation.
  • Understanding of superannuation products, including defined benefit, risk, insurance, Centrelink, investment choice, and pension-based products.
  • Strong relationship management, communication, negotiation, and presentation skills.
  • Experience delivering presentations to various stakeholder groups.
  • Analytical and problem-solving skills.
  • Knowledge of compliance requirements.
  • Self-motivated and able to work autonomously.
  • Ability to service regional areas, including overnight stays.
Education, Qualifications, and Accreditation:
  • Post-secondary qualifications in a relevant discipline, tertiary degree preferred.
  • Superannuation RG 146 essential (or willingness to obtain).
  • Diploma of Financial Planning desirable.
  • Unrestricted driver’s licence.
Apply now to be part of a dynamic team dedicated to excellence and growth. Join this team to make a difference!
Excellent salary and conditions on offer for the right candidate.


What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to vicki.meyer@hays.com.au, or call us now on 0456 148 114.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.



LHS 297508

Summary

Job Type
Permanent
Industry
Banking & Financial Services
Location
NSW - Wagga Wagga
Specialism
Accounting Support
Ref:
2930251

Talk to a consultant

Talk to Vicki Meyer, the specialist consultant managing this position, located in Wagga Wagga
Suite 102, Level 1 63-65 Johnston Street,

Telephone: 0456148114

Similar jobs to Client Relationship Manager

  • Finance Manager

    Looking for an experienced temporary Finance Manager to work in the health system for up to 12 months?
    NSW - Wagga Wagga
  • EL2 Principal Cyber Risk Specialist | Multi-State - ACT, VIC, WA

    EL2 Principal Cyber Risk Specialist | Large Fed Gov Department | Multi-State ACT, VIC, WA | Market Rates
    ACT - CanberraMarket Rates
  • Workforce Planning Business Partner

    Join a leading provider as a Workforce Planning Business Partner and drive strategic workforce initiatives.
    ACT - Canberra+ 11.5% Superannuation
  • Principal Recruitment Partner - IT Growth

    Continue your career in recruitment and be supported to go further with Hays
    ACT - Canberra$80k-100k base + uncapped commission