Client Relationship Manager

An investment administration company based in the northern suburbs is looking for a Client Relationship Manager. The ideal candidate will have solid track record of dealing with clients face to face and have previous asset management industry knowledge. (EE position)


  • Effective management of queries, issues and client requests
  • Effective negotiation, maintenance and management of Service Level Agreements and Key Performance Indicators
  • Client monthly report back and management of the governance meetings (including the KPI and trends)
  • Regular client interaction to build stronger relationships, ensure service levels are maintained and identify areas where the company can offer a more valued service
  • Facilitate portfolio transitions i.e. take-on’s and disinvestments
  • Facilitate change team with change control items
  • Provide input and assist clients with new products and projects that impact on the company service delivery
  • Effective Risk management


  • Sound understanding of investment management industry and financial instruments, both domestic and international
  • Relevant understanding of an Investment Administration environment at a Senior Operations Level – minimum of 5 years
  • Relevant Accounting or Financial degree or diploma; or recognized industry subject matter expert
  • High level legal and regulatory knowledge applicable to the investment management industry would be a benefit
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