Account Manager- Trust

RealTrust Property Accounting Services; City of Melbourne; On-site; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Incentive program

Job summary

Rex RealTrust in Melbourne is seeking an Account Manager to own the end-to-end lifecycle of a client portfolio, from onboarding through long-term relationship management and service optimisation.

Reporting to the Operations Manager, you will collaborate with Trust Accountants and Property Management Assistants to deliver consistent, high-quality service, build trusted client relationships, and drive continuous improvement.

Qualifications

• Demonstrated experience in commercial property management with Cirrus8.
• Proven experience in both commercial property management and trust accounting.
• Strong understanding of property operations and trust accounting processes.
• Excellent client relationship and stakeholder management.
• Strong communication skills, both verbal and written.

Responsibilities

• Own end-to-end lifecycle of client portfolio from onboarding to relationship management.
• Coordinate with operations teams to ensure high-quality service.
• Identify risks and opportunities and drive continuous improvement.
• Lead client meetings, training sessions and reviews.
• Provide regular client reporting and feedback loops.

Skills

Client relationship

Stakeholder management

Verbal communication

Written communication

Commercial property management

Tools

Cirrus8

Job description

Rex RealTrust is part of the Rex, Cirrus8 and RealTrust Group, delivering trusted commercial property accounting and property management solutions to agencies across Australia.

We partner with commercial property agencies to provide reliable trust accounting, property management support and operational expertise, allowing our clients to focus on growing their business while we take care of the day-to-day financial and operational administration. Our reputation is built on consistency, accuracy and a genuine commitment to exceptional client service.

About the Role

As an Account Manager at Rex RealTrust, you will own the end-to-end lifecycle of your client portfolio, from onboarding through to long-term relationship management and service optimisation.

Reporting to the Operations Manager, you will work closely with Team Leads, Trust Accountants and Property Management Assistants to ensure clients receive a consistent, high-quality service. Acting as the primary point of contact for your clients, you will build trusted relationships, proactively identify risks and opportunities, coordinate resources across the operational teams and drive continuous improvement to ensure every client receives exceptional service.

This is a hands-on, commercially focused role suited to someone with extensive experience in commercial property management who enjoys partnering with clients, improving processes and helping teams deliver outstanding outcomes.

What You’ll Be Responsible For

Client Onboarding

Lead the onboarding of new clients, ensuring a smooth transition into Rex RealTrust systems and processes

Understand existing client workflows and align them with Rex RealTrust best practice

Partner with Trust Accountants and Property Management Assistants during the first two to four weeks (depending on complexity) to establish strong foundations

Client Relationship Management

Act as the primary relationship manager for assigned clients

Schedule regular client check-ins (weekly during onboarding, transitioning to monthly once embedded)

Conduct client visits where appropriate to strengthen partnerships

Monitor service satisfaction and gather client feedback

Develop and deliver quarterly business review meetings

Partner with Team Leads to ensure Trust Accountants are meeting client expectations

Provide structured feedback to Team Leads and support quality assurance escalations

Work with the Training Manager to identify capability gaps and training needs

Deliver occasional group training sessions to uplift capability across teams

Manage workload and portfolio allocation across Team Leads, Trust Accountants and Property Management Assistants to ensure balanced and efficient resourcing

Facilitate regular team segment meetings to track performance and workforce effectiveness

Act as the central feedback link between clients, operations and leadership

Escalate recurring issues and risks in a timely and considered way

Provide regular reporting on client health, risks and opportunities

Ensure client satisfaction feedback and insights drive tangible service improvements

What Success Looks Like

Strong, long-term client relationships

High levels of client retention and satisfaction

Onboarding delivered within agreed service timeframes

Efficient, productive teams with balanced workloads

Clear escalation pathways and proactive issue resolution

Ongoing improvements in service quality and team capability

What We’re Looking For

Demonstrated commercial property management experience using Cirrus8.

Proven experience in both Commercial Property Management and Trust Accounting.

Strong understanding of commercial property operations, trust accounting processes and industry legislation.

Excellent client relationship and stakeholder management skills.

Outstanding verbal and written communication skills.

Confidence leading client meetings, presentations and training sessions.

Strong organisational skills with the ability to manage multiple priorities and client portfolios.

A proactive, solutions-focused mindset with excellent problem-solving ability.

Commercial awareness and a commitment to delivering exceptional client outcomes.

Why Join Rex RealTrust?

Be part of a growing, trusted group supporting property agencies across Australia

Play a key role in shaping client experience and driving operational excellence

Work closely with engaged leaders and collaborative, supportive teams

Enjoy a competitive salary plus an incentive program that rewards performance and contribution

Make a meaningful impact for clients, your team and the wider business