JR115473

US Test JR Fixed Term FT

Specific Skills

· Tertiary qualifications in finance or business
· May have CISI/CFA qualification
· Applies experience in investment &/or superannuation industry
· Draws on extensive experience in client service role/s
· Applies a working knowledge of investment markets, issues & regulatory environment
· Enhances business development team across range of internal & external customers
· Provides material & support for marketing of investment products & services, investment philosophy, style & current strategy to potential & existing clients incl managing requests for proposals
· Manages client reporting, internal & external client communications.
· Maintains relationships with external asset consultant
· Supports business development & promotional activities
. May be known as Client Services Manager

Communication / Interpersonal
· Applies highly developed written, verbal, presentation & persuasion skills
· Develops solid consulting skills & manages positive client & industry relationships
· Maintains productive relationships with colleagues & develops industry networks

Planning / Organising
· Uses sound scheduling skills
· Makes decisions in interests of client needs & business growth

Analysis / Problem Solving / Innovation
· Applies highly developed problem resolution skills to client issues & situations
· Analyses reports & statistics on customer experiences to improve future service
· Applies understanding of IT & its ability to improve & manipulate data

Service Delivery
· Identifies & communicates client need for improved systems & processes
· Provides customer feedback to team members & other departments

Teamwork
· Fosters teamwork through recognition & appreciation of all contributions
· Works productively as part of a team & in isolation
· Provides support & contribution to other departments

Leadership· May lead & motivate team/s of “front line” client service staff
· May contribute to development of subordinates through on job coaching
· May effect subordinates’ performance management & development

Park

10.00 to 100000.00 Per annum

Permanent

Amitesh Maurya