Client Relationship Manager
2 weeks ago
About us
Public Trust is on a transformative journey to improve the way we serve our customers.
As New Zealand's largest and most experienced trustee services organisation, we provide specialist advice on a range of legal, financial, investment, trust and estate management services to individuals, families, and businesses.
Working with corporate business customers and investors, our Corporate Trustee Services (CTS) division provide supervisory and custodial services that support a wide range of financial arrangements including managed investment schemes and Kiwisaver funds.
Our teams have a breadth and depth of experience and knowledge that support an outstanding and sustainable customer value proposition.
About the role:
Our Client Relationship Manager sits as part of the Custodial Services team and is tasked with maintaining and developing relationships with our clients, through regular engagement and a continuous improvement lens.
The Client Relationship Manager plays a vital role ensuring we maintain our high quality, market-leading level of service for our custodial clients across the country.
The funds management industry in New Zealand is seeing unprecedented growth.A key focus for the Client Relationship Manager will be to support the execution of strategic change initiatives for our clients, including the on-boarding of new clients.
The role will also play a hand in the development of new business proposals, and the creation and delivery of pitch presentations to prospective clients.
The position oversees key financial metrics, including product profitability and month end reporting.Partnering with internal stakeholders, our Client Relationship Manager ensures that views are considered so that collective information supports positive recommendations and deliverables.
Further to that here is what you will be doing:- Maintaining and managing our client relationships, database, documentation, and files, ensuring reviews are completed in a timely and effective manner.
- Coordinating with the Custody Operations Manager to plan and execute inbound and outbound client transitions, and to manage and resolve operational client service issues.
- Ongoing liaison with a range of business partners, including our global subcustodian, investment administrators, brokers, depositories, and trading banks to ensure coordination with other service providers, and to maintain an aligned, efficient, and costeffective service delivery supply chain.
- Reviewing and issuing internal and client reports on a periodic basis, both independently and in collaboration with other team members.
- Guiding, developing, and mentoring the Senior Business & Reconciliations Officer to build their capability in custodial service responsibilities.
About you:
A confident people-person, your commercial acumen and strong communication skills, both verbal and in writing, will see you influencing inside and outside of Public Trust with ease.
Having extensive management experience within a custodial services operation, or service/client management, along with a strong track record of developing client relationships, will be essential.
In addition to the above here is what we are looking for:- Sound understanding of investment and financial markets.
- Knowledge of securities, investment and fund accounting processes.
- Proficiency in Microsoft Office Suite, including Word, Outlook, and Excel.
- Familiarity with online custody and banking platforms.
- Excellent time management and planning skills with ability to work to deadlines.
- High degree of diligence, attention to detail and accuracy.
- Team and customer orientated with a curious, growth mindset.
Why join us?
We will provide you with flexibility, development opportunities and access to a range of well-being initiatives and resources to help you bring your best self to work, always.
Next steps:
Job Details:
- Reference # Posted on 31 Mar 2023
- Closes on 23 Apr 2023
- Location(s)
- Auckland, Auckland CBD, Greenlane, Highbrook, NorthWest/Westgate, Orewa, Takapuna, Wellington, Central Wellington, Lower Hutt, Porirua, Upper Hutt
- Expertise
- Client Services
- Job level(s)
- Experienced
- Work type(s)
- Permanent, Full Time
-
Client Relationship Manager
2 weeks ago
Manukau, Auckland, New Zealand Apex Group Full timeClient Relationship Manager (12 Months Contract)Location: Auckland, New ZealandDate Posted: Jun 19, 2023DescriptionAPEX Group, a global financial services provider, seeks an experienced and dedicated Client Relationship Manager to join our inclusive team. This full-time Client Relationship Manager hybrid role is based in Auckland and offers a favourable...
-
Client Relationship Manager
2 weeks ago
Manukau, Auckland, New Zealand Team Recruitment Full timeThe company:A large global freight forwarding business who's brand has a very strong presence in the market place, they also pride themselves on their excellent service offering across the entire supply chain.The: Role:Managing a portfolio of corporate clients, building strong relationships and gaining a solid understanding of their business and needs.Also...
-
Client Relationship Management
2 weeks ago
Manukau, Auckland, New Zealand Marsh Full timeClient Executive - LiabilityWhat can you expect?An exciting opportunity has become available for an experienced Liability Client Executive to join Marsh in New Zealand. Working within the Liability Specialty division, you will be responsible for the growth, profitability and client satisfaction of a book of business. This includes managing and developing...
-
Client Relationship Delivery Manager
2 weeks ago
Manukau, Auckland, New Zealand FIS Global Full timePosition Type:Full timeType Of Hire:Experienced (relevant combo of work and education)Education Desired:Bachelor of Commerce/BusinessTravel Percentage:10% We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities....
-
Client Relationship Manager- Inbound
2 weeks ago
Manukau, Auckland, New Zealand Generate Full timeClient Relationship Manager - InboundAbout UsWe are a proudly NZ owned and operated KiwiSaver and wealth manager. We were founded on the belief that all Kiwis should have access to simple, easy to understand financial advice and socially responsible investments that deliver long-term profitability. Ultimately, we exist to educate, empower, and advise Kiwis,...
-
Relationship Manager
2 weeks ago
Manukau, Auckland, New Zealand Gallup Full timeChampion Gallup's analytics and advice and guide forward-thinking conversations with our clients._As a Relationship Manager at Gallup, you'll be responsible for managing the client experience. Leading a variety of workplace-focused projects, you'll act as the liaison between clients and our internal business teams, perfectly balancing client centricity and...
-
Relationship Manager
2 weeks ago
Manukau, Auckland, New Zealand Assurant Full timeDo you thrive in environments where building rapport and relationships are your main priority? The read on - we are on the search for an energetic and eager people's person to join our tight knit team based out of Auckland for a 12-month parental leave cover.Working with our key clients and distributers you will travel nationally to build and maintain...
-
Relationship Manager
2 weeks ago
Manukau, Auckland, New Zealand ASB Bank Full timeRelationship Manager - Commercial Banking***: Take a leadership role within a complex Commercial Banking portfolio. Be a part of a motivated fourperson team, driven by the desire to succeed. Build your network and partner with some of New Zealand's most exciting businesses to accelerate their financial progress.Here at ASB, the customer is at the heart of...
-
Customer Relationship Manager
2 weeks ago
Manukau, Auckland, New Zealand Madison Recruitment Full timeAbout the Company:Madison is pleased to be partnering with a Kiwi business who are industry leaders & experts for Commercial cleaning services. With a strong presence in the domestic market, their service delivery and customer focus are unmatched.With several accolades to their name, the award-winning company hold a strong reputation as expert commercial...
-
Transaction Relationship Manager
2 weeks ago
Manukau, Auckland, New Zealand ASB Bank Full timeTransaction Relationship Manager***: Nau mai ki ASB.ASB Transaction Banking offers a suite of integrated solutions to help our Business Banking clients simplify their banking, unlock cost and time efficiencies, minimise exposure to risk and increase their money-earning potential. We do this through providing a range of effective solutions to our...
-
Customer Relationship Manager
2 weeks ago
Manukau, Auckland, New Zealand Yakirelbaz IT Solutions Full timeJob Overview:Responsibilities: Develop and maintain longterm relationships with key clients. Serve as the primary point of contact for client inquiries and issues. Coordinate with internal teams to ensure timely delivery of services and solutions. Identify opportunities to enhance customer satisfaction and increase client retention. Conduct regular client...
-
Associate, Relationship Manager
2 weeks ago
Manukau, Auckland, New Zealand MUFG Bank, Ltd., Auckland Branch Full timeDo you want your voice heard and your actions to count?Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships,...
-
Relationships Manager
2 weeks ago
Manukau, Auckland, New Zealand Blind Foundation Full timeJob Type:Permanent/Full-timeLocation:AucklandClosing date:Tuesday, 22 August 2023Blind Low Vision NZ is the leading national provider of vision rehabilitation services for people who are blind, deafblind or have low vision. Now more than ever, the opportunities are here to make a real difference for people with sight loss, and you'll help us achieve our...
-
Client Manager
2 weeks ago
Manukau, Auckland, New Zealand RWA Technology People Full timeBe part of a major disrupter in the market Hybrid and Flexible working arrangements Exciting and dynamic team and cultureThe Auckland based Client Manager will jointly focus on existing companies within the portfolio and actively source new business. Along with a competitive package and a progressive future, you will have a genuine opportunity to be seen as...
-
Client Service Manager
2 weeks ago
Manukau, Auckland, New Zealand BNP Paribas Full timeDepartmentThe Client Services Management team is part of the global Client Development team responsible for all client management related activities (ie sales, client relationship management and client satisfaction) for the Securities Services business. Within this team, the Client Services Managers oversee the service delivery with an overall responsibility...
-
Client/trust Manager
2 weeks ago
Manukau, Auckland, New Zealand Emergent Full timeWe are seeking a Client/Trust Manager with experience in estate planning or wealth management, or a background in legal or financial advisory experience.Bullet Points Permanent Role based in Remuera Benefits include: Health and Life Insurance Cover, discounts on company products and services through commercial business partners Career growth and training...
-
Client Delivery Manager
2 weeks ago
Manukau, Auckland, New Zealand NTT Ltd. Full timeNTT is a leading global IT solutions and services organisation that brings together people, data and things to create a better and more sustainable future.In today's 'iNTTerconnected' world, connections matter more now than ever. By bringing together talented people, world-class technology partners and emerging innovators, we help our clients solve some of...
-
Client Marketing Manager
2 weeks ago
Manukau, Auckland, New Zealand The Creative Store Full timeOur client is an Auckland based digital agency, working at the forefront of marketing transformation, providing end-to-end digital marketing services to B2B technology, software and professional services brands across Australasia and beyond. They are looking for a Client Marketing Manager to join their team.In this pivotal client facing role, the Client...
-
Manager Client Management
2 weeks ago
Manukau, Auckland, New Zealand DKSH Full timeLocation:Auckland, NZ, NZJob Function:MarketingRequisition Number:140460Description:Drive Growth. Be the Difference. At DKSH, our mission is to enhance lives by connecting people with exceptional products, services, and insights.As the trusted partner for companies looking to expand their reach in Asia and beyond, we are dedicated to driving growth across...
-
Client Management
2 weeks ago
Manukau, Auckland, New Zealand Kings Recruitment Full timeMangere - Operationally focused person to lead CRM implementation project. Key role Actively support operations, client & sales functions. Great $$ | Massive development | Growth opportunities You will go placesClient Management / Operations & CRM Implementation - A dual role that will give you variety, growth and really challenge your skill set.This is an...