Strategic Client Advocate — Funds Administration

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

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.