Senior Client Relationship Manager
Vor 2 Tagen
Stake is looking for a Sernior Client Relationship Manager to join our team at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH).
We’re an Australian investment platform with a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We serve a global customer base of 500,000+ investors, with more than A$3 billion in assets under administration.
More than a digital brokerage, Stake is a brand that stands for progress. This is true for our customers as well as our team members. Our working environment is energetic, collaborative and supportive – everyone is encouraged to take ownership and challenged to deliver high-quality execution.
Our internal mantra is ‘never settle’ and we all share an ambition to grow this business. This is your opportunity to join a scaleup rocketing upward to become a robust financial services company.
About this role
As a Senior Client Relationship Manager, you will drive and own the full-cycle Stake Super high touch onboarding process, committed to delivering the utmost professional and exceptional experience for our customers.
A key part of the role will be in maximising onboarding conversions by guiding new customers along their SMSF journey, from initial discovery to consideration and through to establishment (or transfer), if the customer decides it’s right for them.
- You will demonstrate your proven experience by artfully uncovering pain points, breaking down obstacles and communicating the Stake super value proposition, framing key benefits while tailoring your message for resonance in every interaction.
- This is truly a fast-paced role where you will need to hit the ground running and quickly become a product expert, a source of knowledge and a Stake Super product specialist who our customers can rely on.
- As part of this role, you will spend a large majority of your time on the phone (discovery sessions, follow-ups & onboarding support where required) or crafting personalised emails to potential customers of Stake Super as you lead them through to conversion.
- You will have a data-driven mindset, responsible for tracking and monitoring trends across the entire-high touch onboarding process, with the ability to draw meaningful insights and translate these into actionable suggestions to inform the wider growth strategy.
- As a lead with full ownership, you will be accountable for continually optimising the art and science of the high-touch onboarding process, maximising conversion, efficiency and dynamically prioritizing your workflow as required to support growth and scale of the function with a view to managing a team in the future.
- Experience in Financial Services:
Experience with high-value clients, complex financial products, and SMSF ( essential) - Highly Adaptable:
Quickly adapt to changing priorities and market dynamics, mastering new processes and strategies. - Communication Skills:
Previous phone experience is required. Spend most of your time on calls with customers. Exceptional verbal fluency and articulation are critical. - Proactive Mindset:
Autonomous, curious, and proactive. Continuously challenge and improve operations.
At Stake, we value hustle over honours degrees, so we’re more interested in you than your resume. If you believe this is a role you want to jump into head first and be part of our mission, please apply and let us know why in your cover letter
Benefits of working at Stake
At Stake you’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it.
But we also have perks. Not long ago, we proudly introduced new benefits under the Grow with Stake program. Please see the whole list on our Careers website, including:
- $2,500/year professional development allowance
- $1,000/year wellbeing allowance
- Up to 16 weeks of paid parental leave
- Childcare allowance of up to $18,000 in value over 24 months
- Extra paid leave during tough times
- Discretionary performance bonus and talent referral bonus
- Employee Share Options scheme
Stake is an equal opportunity employer that values diversity. We’re proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We’re also endorsed by WORK180 as a great employer for women.
So what happens next?Once we've received your application, we'll give it the attention it deserves and you'll hear from us either way. We’re a 2024 Circle Back Initiative Employer –which means we’re committed to responding to every applicant. If we think you’d be a good addition to our team, we’ll give you a call and from there, you'll cruise through our recruitment process.
#J-18808-Ljbffr-
Client Relationship Manager
vor 1 Monat
Sydney, Österreich Charterhouse Recruitment (Australia) Vollzeit1 x Client Relationship ManagerUp to 90,000k + BonusClose knit teamSydney CBDand hybrid flexibility once trained Our client, a progressive Chartered Accounting firm are seeking a personable and highly motivated Client Relationship Manager. You will be responsible for providing high quality service to clients and professional support to the client advisers....
-
Client Relationship Manager
vor 4 Wochen
Sydney, Österreich Charterhouse Recruitment (Australia) Vollzeit1 x Client Relationship ManagerUp to 90,000k + BonusClose knit teamSydney CBDand hybrid flexibility once trained Our client, a progressive Chartered Accounting firm are seeking a personable and highly motivated Client Relationship Manager. You will be responsible for providing high quality service to clients and professional support to the client advisers....
-
Client Relationship Manager
vor 1 Woche
Sydney, Österreich Charterhouse Recruitment (Australia) Vollzeit1 x Client Relationship ManagerUp to 95,000k + BonusClose knit, friendly and supportive teamSydney CBDand hybrid flexibility once trainedOur client, a progressive Chartered Accounting firm are seeking a personable and highly motivated Client Relationship Manager. You will be responsible for providing high quality service to clients and professional support...
-
Lead Client Relationship Director
vor 4 Wochen
Sydney, Österreich SS&C GlobeOp VollzeitSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
-
Senior Client Relationship Manager
Vor 5 Tagen
Sydney, Österreich Stake Australia VollzeitStake is looking for a Sernior Client Relationship Manager to join our team at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH). We’re an Australian investment platform with a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We serve a global customer base of...
-
Client Relationship Manager
vor 1 Monat
Sydney, Österreich Equity Trustees Ltd VollzeitThis role is very client-focused and will see you managing a diverse portfolio of compensated clients. As the dedicated Relationship Manager, you will support your clients by ensuring their financial needs are met and overseeing their investment portfolio in collaboration with their financial adviser. In addition, you will communicate with each client...
-
Client Relationship Manager
vor 4 Wochen
Sydney, Österreich Equity Trustees Ltd VollzeitThis role is very client-focused and will see you managing a diverse portfolio of compensated clients. As the dedicated Relationship Manager, you will support your clients by ensuring their financial needs are met and overseeing their investment portfolio in collaboration with their financial adviser. In addition, you will communicate with each client...
-
Senior Relationship Manager
vor 3 Wochen
Sydney, Österreich Intercontinental Exchange Holdings, Inc. VollzeitJob Description Job Purpose The Relationship Manager (RM) is focused on ensuring that clients are getting value from IDS' proposition. It is important that the RM clearly understands the respective clients use case(s) and ensures that services are set up to meet their client's requirement(s). In order to effectively achieve this, the RM needs to develop...
-
Senior Relationship Manager
vor 4 Wochen
Sydney, Österreich Bancroft School VollzeitJob DescriptionJob PurposeThe Relationship Manager (RM) is focused on ensuring that clients are getting value from IDS' proposition. It is important that the RM clearly understands the respective clients use case(s) and ensures that services are set up to meet their client's requirement(s). In order to effectively achieve this, the RM needs to develop trust...
-
Client Relationship Manager
Vor 2 Tagen
Sydney, Österreich ISTITUTO MARANGONI VollzeitStake is looking for a Client Relationship Manager to join our team at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH). We’re an Australian investment platform with a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We serve a global customer base of 500,000+...
-
Client Relationship Manager
vor 2 Wochen
Sydney, Österreich Stake Australia VollzeitStake is looking for a Client Relationship Manager to join our team at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH). We’re an Australian investment platform with a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We serve a global customer base of 500,000+...
-
Sydney, Österreich Pivot Wealth Pty Ltd VollzeitSenior Relationship Manager/Account Executive Account & Relationship Management (Sales) Want more and better career, skills & income progression?Not appreciated or well rewarded for your hard work?Want your work measured against outcomes vs inputs?We’re looking for someone passionate about building great relationships to help guide our clients through...
-
Senior Client Director
vor 1 Monat
Sydney, Österreich Carat VollzeitThe purpose of this role is to provide strategic recommendations and manage all resources to ensure the Client’s marketing needs are met. They are viewed as a trusted advisor to client, understands and articulates client business insights and leverages to contribute ways to move business forward, lead and monitor the day-to-day activities; proactively...
-
Senior Client Director
vor 4 Wochen
Sydney, Österreich Carat VollzeitThe purpose of this role is to provide strategic recommendations and manage all resources to ensure the Client’s marketing needs are met. They are viewed as a trusted advisor to client, understands and articulates client business insights and leverages to contribute ways to move business forward, lead and monitor the day-to-day activities; proactively...
-
Client Relationship-Delivery Director
vor 3 Wochen
Sydney, Österreich eFinancialCareers Ltd. VollzeitAre you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.About the teamYou will be part...
-
Sydney, Österreich Redpath Partners Pty VollzeitThe ClientOur client is a non-bank lender & investment manager that delivers investment and development funding solutions for high end residential and commercial projects. Their investor base consists of Family Offices, HNW Investors and Institutional Partners.The roleThis role offers an exciting opportunity to originate high-quality lending opportunities...
-
Relationship Manager, Commercial Property Finance
vor 4 Wochen
Sydney, Österreich Redpath Partners Pty VollzeitThe ClientOur client is a non-bank lender & investment manager that delivers investment and development funding solutions for high end residential and commercial projects. Their investor base consists of Family Offices, HNW Investors and Institutional Partners.The roleThis role offers an exciting opportunity to originate high-quality lending opportunities...
-
Client Relationship Manager
vor 3 Wochen
Sydney, Österreich Aon Hewitt VollzeitJoin a multi-disciplined Health & Benefits team within Human Capital Solutions at Aon.Add value to a team who deliver exceptional value to clients across accident and health, private health insurance, and group risk (life) insurance.On offer hybrid working, open to all applicants.Aon is in the business of better decisionsAt Aon, we shape decisions for the...
-
Client Relationship Manager
vor 3 Wochen
Sydney, Österreich Aon Risk Services Australia Limited VollzeitPosting Description Join a multi-disciplined Health & Benefits team within Human Capital Solutions at Aon. Add value to a team who deliver exceptional value to clients across accident and health, private health insurance, and group risk (life) insurance. On offer hybrid working, open to all applicants. Aon is in the business of better decisions At Aon, we...
-
Senior Client Director
vor 3 Wochen
Sydney, Österreich Dentsu Aegis Network Ltd. VollzeitThe purpose of this role is to provide strategic recommendations and manage all resources to ensure the Client’s marketing needs are met. They are viewed as a trusted advisor to client, understands and articulates client business insights and leverages to contribute ways to move business forward, lead and monitor the day-to-day activities; proactively...
