Client Relationship Manager

JobSpace; Auckland; On-site; NZD 90,000 - 130,000; Full time

Benefits offered by this job

Training and development opportunities

Competitive remuneration

Job summary

JobSpace is seeking a Client Relationship Manager (Funds Administration) in Auckland to develop and maintain strong client relationships, ensuring high service standards and client satisfaction. You will support the Head of CRM and collaborate with teams to deliver effective client outcomes.

You will manage SLAs, coordinate onboarding with the Implementation team, prepare client meetings, and liaise with senior stakeholders.

Qualifications

• Minimum 3+ years' experience in a client relationship management, account management, business development, or client service role.
• Experience within the financial services industry, funds management, investment administration, banking, custody, or a similar professional services environment.
• Proven ability to identify and support business growth opportunities within existing client relationships.
• Strong commercial awareness with the ability to understand client objectives and align solutions accordingly.
• Excellent verbal and written communication skills.
• Team-oriented, with a willingness to support colleagues, share knowledge, and contribute to a positive team culture.

Responsibilities

• Support business development activities and contribute to revenue growth objectives within existing client relationships.
• Assist with the management of client contractual and commercial arrangements, including updates to SLAs as required.
• Develop, maintain, and strengthen strategic relationships with key client stakeholders, including C-suite executives, board members, and senior decision-makers.
• Serve as a trusted advisor by understanding clients' business objectives, challenges, and priorities.
• Prepare agendas for client meetings, facilitate discussions, and ensure timely follow-up of actions.
• Act as the primary point of contact for clients on operational matters, service issues, and escalations, coordinating effective resolution across internal teams.
• Build and maintain strong relationships with operational and support teams to ensure high-quality service delivery.
• Coordinate responses to client inquiries and proactively address concerns.
• Maintain accurate client information in Salesforce, including tasks and relationships.
• Support onboarding with the Implementation team to ensure a seamless transition and delivery experience.
• Collaborate with Sales and CRM teams to identify growth opportunities and strengthen client relationships.
• Advocate for clients to ensure their priorities and expectations are supported across the organisation.
• Monitor client satisfaction and identify opportunities to improve service delivery.
• Maintain understanding of industry trends, regulatory developments, and market dynamics relevant to clients.
• Prepare and deliver client reporting, presentations, and business reviews for senior stakeholders.
• Participate in projects and continuous improvement activities.

Skills

Client relationship management

Account management

Business development

Stakeholder management

Salesforce

CRM software proficiency

Microsoft Office

Communication

Time management

Problem solving

Tools

Salesforce

MS Office

PowerPoint

Excel

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Client Relationship Manager (Funds Administration)

The role is responsible for developing and maintaining strong client relationships, ensuring a high standard of service and client satisfaction. The Client Relationship Manager supports the Head of CRM, Fund Administration, and works closely with fellow Client Relationship Managers, the wider Client Relationship Management team, and other internal teams to deliver effective client outcomes.

Job Specification

• Support business development activities and contribute to the achievement of revenue growth objectives within existing client relationships.
• Assist with the management of client contractual and commercial arrangements, including identifying, recommending, and implementing updates to Service Level Agreements (SLAs) as required.
• Develop, maintain, and strengthen strategic relationships with key client stakeholders, including C-suite executives, board members, and senior decision-makers.
• Serve as a trusted advisor to clients by developing a deep understanding of their business objectives, challenges, and strategic priorities.
• Prepare agendas for client meetings, facilitate and lead client discussions, and ensure timely follow-up of actions and commitments.
• Act as the primary point of contact for clients on operational matters, service issues, and escalations, coordinating effective resolution across internal teams.
• Build and maintain strong working relationships with operational and support teams across the New Zealand business to ensure consistent and high-quality service delivery.
• Liaise with internal stakeholders to coordinate responses to client enquiries and proactively address client concerns.
• Maintain accurate and up-to-date client account, contact, activity, and opportunity information within Salesforce, including the effective use of task and relationship management tools.
• Support client, fund, and service onboarding activities, working closely with the Implementation team to ensure a seamless transition and delivery experience.
• Collaborate with other Client Relationship Managers and the Sales team to identify growth opportunities, support retention initiatives, and strengthen client relationships.
• Advocate for clients internally, ensuring their strategic priorities, service requirements, and expectations are understood and appropriately supported across the organisation.
• Monitor client satisfaction and identify opportunities to enhance service delivery, operational efficiency, and overall client experience.
• Maintain a strong understanding of industry trends, regulatory developments, and market dynamics relevant to clients and their businesses.
• Prepare and deliver client reporting, presentations, and business reviews for senior stakeholders.
• Participate in projects, strategic initiatives, and other duties as required to support business objectives and continuous improvement activities.

Skills Required

• Minimum 3+ years' experience in a client relationship management, account management, business development, or client service role.
• Experience within the financial services industry, funds management, investment administration, banking, custody, or a similar professional services environment.
• Demonstrated ability to build and maintain strong relationships with clients and key stakeholders, including senior executives and decision-makers.
• Proven ability to identify and support business growth opportunities within existing client relationships.
• Experience managing client issues, service delivery matters, and stakeholder expectations in a professional and proactive manner.
• Strong commercial awareness with the ability to understand client objectives and align solutions accordingly.
• Proficiency in Salesforce or a similar customer relationship management (CRM) platform.
• Advanced Microsoft Office skills, particularly in Word, Excel, PowerPoint, and Outlook.
• Excellent verbal and written communication skills, with the ability to communicate effectively with clients, colleagues, and senior stakeholders.
• Strong presentation and meeting facilitation skills.
• Highly organised with excellent time management skills and the ability to manage multiple priorities and meet deadlines.
• Strong attention to detail and commitment to delivering high-quality work.
• Self-motivated, proactive, and capable of working both independently and collaboratively.
• Professional, confident, and personable, with a client-focused approach.
• Demonstrated problem-solving skills and the ability to navigate complex situations with sound judgement.
• Team-oriented, with a willingness to support colleagues, share knowledge, and contribute to a positive team culture.
• High level of integrity, discretion, and professionalism when handling sensitive client information.
• Adaptable and resilient, with the ability to thrive in a fast-paced and evolving business environment.

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business;
• Competitive remuneration commensurate with skills and experience;
• Training and development opportunities

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

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