Local Service Manager
Join our team and use your engaging leadership style to lead a team of service people to deliver high-quality service to... more info
Account Service Manager
Salary:
80.00 - 100.00
Posted:
04-02-2025
Category:
Sales Support
Sydney,
Job Description
Account Services Manager Department: Stockbroking Partners Reporting to: Senior Manager, Institutional & Partner Relationships APAC The Account Services Manager role provides service to Advisors and Intermediaries in relation to operational queries, product offering and the functionality of the stockbroking platform/s. The Role acts as the conduit between Advisors and Intermediaries and CMC Stockbroking operations in relation to client requests and referrals and well as actively manage the client base addressing issues that arise, proactively escalate issues and provide suggestions where processes and/or procedures may be improved. ROLE AND RESPONSIBILITIES Provide superior customer service to Advisors, Intermediaries and their respective staff Proactively respond to, and manage client queries professionally and efficiently Maintain a good working relationship with your intermediaries Complete daily, monthly and ad-hoc processes within required SLAs Conduct and implement ad-hoc finance, rebate and product reporting and back-office functionality as required Manage and report on any promotional activity Manage rebate and remit process (monthly) Identify opportunities to cross-sell existing products Identify initiatives that may improve CMC Stockbroking processes, procedures, platform/s Maintain personal/professional development to meet the changing demands of the role, participate in appropriate training KEY SKILLS AND EXPERIENCE 1-2 years’ experience in financial services and stockbroking Qualifications in a business or finance related discipline RG 146 certification MS Office proficiency especially Excel and the ability to quickly learn how to operate new systems Excellent written and verbal communication skills Strong customer service orientation Strong problem-solving skills Ability to take responsibility for issues and manage through to completion Ability to prioritise multiple tasks, work to procedures and timelines in a team environment COMPETENCIES Excellent written and verbal communication skills Strong customer service orientation Strong problem-solving skills Ability to take responsibility for issues and manage through to completion Ability to prioritise multiple tasks, work to procedures and timelines in a team environment #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 04-02-2025
Category: Sales Support
Sydney,
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