Client Relationship Manager

Vision Super; City of Melbourne; On-site; AUD 110,000 - 140,000; Full time

Benefits offered by this job

Opportunities for professional development

Supporting collaborative team environment

Making a community impact

Job summary

A leading financial services firm is seeking a Client Relationship Manager to enhance engagement and growth in Sydney & Central West NSW. In this role, you will develop service plans, travel to meet employers and members, and deliver educational seminars. Ideal candidates have over five years of relevant experience and strong knowledge of superannuation products. Join a supportive team that values community impact and offers opportunities for career advancement.

Qualifications

• 5 years of experience in a similar role within financial services or superannuation.
• Strong understanding of superannuation products.
• Ability to deliver engaging presentations.

Responsibilities

• Travel across Sydney and Central West NSW to meet employers and members.
• Create and execute service plans for retention and growth.
• Organise and deliver educational seminars.
• Record keeping of employer and member interactions with accuracy and timeliness.
• Campaign promotion and feedback on campaign effectiveness.

Skills

Relationship building

Strategic planning

Presentation skills

Community engagement

Education

Diploma of Financial Planning

Post secondary qualifications

Job description

Are you a people person with a knack for building strong relationships? Do you want to make a difference in your community while advancing your career? If you like meeting new people and don’t mind clocking a few extra kilometres, you’ll fit right in!

About the Role:

As a Client Relationship Manager (CRM) for Sydney & Central West NSW, you’ll be at the heart of our mission to deliver exceptional service to employers and members. You’ll develop and implement service plans that drive engagement, retention, and growth within your area.

What You’ll be Doing:

• Travelling: you’ll be out and about across Sydney and Central West NSW, meeting employers and members building real connections, maintaining and developing relationships with existing employers and members to enhance engagement and resolve issues.
• Strategic Planning: create and execute service plans that ensure retention and provide growth opportunities.
• Educational Outreach: organise and deliver educational seminars for employers and members, both in person and virtually.
• Record Keeping: keep accurate and timely records of employer and member interactions.
• Campaign Promotion: promote campaigns and provide feedback on the effectiveness.

What we’re Looking For:

• Experience: 5 years in a similar role within financial services or superannuation.
• Knowledge: strong understanding of superannuation products, including defined benefits, risk, insurance, Centrelink, investment choices and pension-based products.
• Presentation Skills: ability to deliver engaging presentations to audiences of all sizes.

What Will Make You Shine:

• Superannuation RG146 compliance
• Diploma of Financial Planning
• Post secondary qualifications

Why You’ll Love Working with Us:

• Community Impact: make a real difference in Sydney & Central West NSW.
• Career Growth: opportunities for professional development and advancement
• Supportive Team: join a team that values collaboration and innovation.

Ready to Join Us:

If this sounds like the perfect role for you, don’t wait!

Send your resume to [e-mail] by close of business Fri, 5 December 2025 and get ready to take the next step in your career.