NewListed 2 days ago
Client Relationship Manager
Rezonate Recruitment - Manual
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via rezonaterecruitment.com
Account & Relationship Management
- Location
- Sydney, NSW
- Type
- Full-time
About the role
About the Opportunity
We are seeking an experienced client relationship manager to join a professional services organisation and play a key role in delivering an exceptional client experience.
This role is focused on building strong, trusted relationships with clients and ensuring a high standard of service delivery. You will act as a key point of contact for clients, coordinating communication, managing service activities and ensuring client needs are proactively identified and supported.
The successful candidate will be highly organised, relationship-focused and confident engaging with clients through proactive, meaningful conversations.
About the Role
- Manage and maintain client engagement schedules, including key deadlines, service requirements and relationship touch points.
- Proactively coordinate client interactions to ensure services are delivered efficiently, consistently and in line with expectations.
- Prepare meeting agendas, coordinate appointments and ensure appropriate preparation is completed.
- Identify upcoming client needs, milestones, changes and opportunities.
- Maintain accurate client records and communication preferences within internal systems.
- Contribute to the ongoing improvement of client service processes and workflows.
- Act as a key point of contact for client enquiries, requests and communications.
- Develop a strong understanding of client circumstances to provide a personalised and proactive service experience.
- Take a relationship-first approach by prioritising conversations that build trust, provide clarity and strengthen client relationships.
- Coordinate preparation of client documentation, correspondence and required materials.
- Ensure all client communications are professional, timely and aligned with service standards.
- Support administrative processes including follow-ups, service tracking and coordination activities.
- Work closely with internal teams to coordinate client activity and support effective service delivery.
- Capture meeting outcomes, actions and opportunities to ensure appropriate follow-through.
- Coordinate workflow across teams to support efficient delivery of client commitments.
- Assist with client onboarding and transition processes.
- Collaborate with colleagues across the organisation to achieve shared goals.
- Ensure clients receive a consistent, high-quality service experience.
- Identify opportunities to enhance client satisfaction and improve service delivery.
- Proactively identify and address potential service issues or risks.
- Maintain high standards of professionalism, confidentiality and integrity.
- Continue developing knowledge of industry practices, systems and client needs.
About You
You will bring:
- A genuine interest in understanding clients and building long-term relationships.
- Strong interpersonal and communication skills.
- Confidence engaging with clients and stakeholders.
- A proactive, solutions-focused mindset.
- Strong organisational skills with excellent attention to detail.
- The ability to manage competing priorities and meet deadlines.
- A collaborative approach and willingness to contribute to team success.
- High standards of professionalism, discretion and integrity.
- Essential experience and qualifications include:
- A minimum of two years’ experience in a client-facing role within professional services, accounting or a related industry.
- Excellent verbal and written communication skills.
- Professional and confident telephone manner.
- Intermediate to advanced Microsoft Office skills.
- Ability to work independently, prioritise tasks and manage deadlines.
- Experience within professional services, accounting, financial services or a similar client-focused environment.
- Familiarity with client management systems and cloud-based platforms.
- Understanding of compliance processes, business structures or regulated environments.
- Qualifications or studies in business administration, finance, commerce or a related discipline.
What’s on Offer
- Make client relationships the focus of your work, with opportunities to shape the service experience and improve how things are done.
- Join a supportive team with a positive workplace culture, where working together helps deliver a consistent experience for clients.
- Enjoy a varied Sydney CBD role combining meaningful client conversations, onboarding and coordination across a professional services organisation.
How to Apply
To apply or discuss this opportunity, email swheal@rezonaterecruitment.com.
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via rezonaterecruitment.com
