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Client Relationship Manager

Link Group (LNK) - Perth, WA

Source: uWorkin

Source: uWorkin



The role of a Client Relationship Manager (CRM) is to deliver against Link Market Services Limited’s (Link) client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential and develop and maintain strong relationships with clients.

CRMs are ultimately responsible for the premium delivery of services to Link’s clients and their investors. This includes managing client expectations, fee discussions, negotiating service level agreements, account planning, cross-selling and strategic initiatives.

Key Accountabilities and Main Responsibilities

  • Maintain and develop relationships with fee paying clients and internal departments, managing client expectations.
  • Meeting with all clients and anticipating client needs.
  • Project and mailing management (including overall responsibility for each client’s Annual General Meeting).
  • Ensuring all registry task achieve the desired outcomes of Link and its clients.
  • Ensure clients comply with regulatory requirements and the contractual terms of business.
  • Develop long term relationships underpinned by long term contracts based upon knowledge, trust and added value to drive stability of relationship and incremental income.
  • Ensure we service the client under appropriate commercial terms which reflect the risks and costs in supporting the client.
  • Achieve new business revenue, communicating progress against targets in line with company reporting standards.
  • To review and provide input into client complaints reporting, client query management reporting.
  • Ensure operational controls are carried out in accordance with laid down procedures, to ensure the ongoing mitigation of business risk. 
  • To effectively manage all issues and queries against agreed service levels in conjunction with all internal departments in a timely fashion.

Experience & Personal Attributes

  • Extensive relationship experience gained in a services sector – preferably financial – is essential, as is a proven track record of building productive relationships and generating both cross-selling and new sales opportunities. 
  • Have proven track record of developing and managing clients