Client Relationship Manager (CRM)

About the position

Unique opportunity to join a well-established family owned business as a Client Relationship Manager. 

The business has a niche Quantitative Risk product offering into the asset manager industry. 

 

More about the role: 

• The role has a primary focus of Customer Success / Client Relationship Management. With a secondary focus into the Quants side, should there be interest to grow in this area.
• The role will engage with clients (mainly Fund/Portfolio Managers). It would involve training new clients on the system, training new staff at current clients, and monthly reporting, including presentations.
• The role doesn’t include client sourcing, however, if the incumbent in the role has contacts and possible clients, this would be a bonus.
• They are ideally looking for someone who is able to develop an excellent understanding of their product (system), to be the best ambassador and client face possible into their clients.
• The role has regular interactions with clients, at time in-person, at times via virtual meetings. This person would need to be very personable. 

 

The ideal qualifications include:

• Degree in Stats / Risk Management / Business Science / Commerce
• Programming experience a bonus (as there would be opportunity for the person to get involved in some development too)
• Some corporate client relationship exposure. 

 

The business is based in the Southern Suburbs, though it would largely be a remote role. 

 

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Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.

Desired Skills:

• Analysis
• Back-End Development
• Client Relationship Management
• Customer Care
• Presentations
• Programming
• Reporting