Job Description

Established and successful stockbroking team seek a Client Relationship Manager to join their team. This role supports the BDM and CEO of this team, with coordination and client services support. 

Responsibilities: 

• Manage and escalate client issues and concerns 
• Build and maintain strong client relationships 
• Act as CRM system support, ensure the database is accurately updated with client information
• Manage and complete presentations for client meetings and pitches
• Liaise with central marketing team, ensure branding guidelines are applied to all presentations and proposals
• Maintain library of templates on presentations, proposals 
• Coordinate local and international meetings (Teams and in-person) required for client meetings
• Coordinate local and international trips (flights, accommodation, and meetings) required for business development and client meetings
• Manage marketing materials, rooms, gifting, catering etc required for client meetings and engagements
• Assist CEO with coordinating and administration tasks internally and externally
• Relay feedback to CEO on status of various projects