Account Service Manager
- Employer
- CMC Markets
- Location
- Sydney, Australia
- Salary
- Competitive
- Closing date
- Mar 2, 2025
View more categoriesView less categories
- Job Function
- Accounting/Audit/Tax
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Account Services Manager
Department Stockbroking Partners
Reporting to Senior Manager, Institutional & Partner Relationships APAC
The Account Services Manager role provides service to Advisors and Intermediaries in relation to operational queries, product offering and the functionality of the stockbroking platform/s.
The Role acts as the conduit between Advisors and Intermediaries and CMC Stockbroking operations in relation to client requests and referrals and well as actively manage the client base addressing issues that arise, proactively escalate issues and provide suggestions where processes and/or procedures may be improved.
ROLE AND RESPONSIBILITIES
KEY SKILLS AND EXPERIENCE
COMPETENCIES
Department Stockbroking Partners
Reporting to Senior Manager, Institutional & Partner Relationships APAC
The Account Services Manager role provides service to Advisors and Intermediaries in relation to operational queries, product offering and the functionality of the stockbroking platform/s.
The Role acts as the conduit between Advisors and Intermediaries and CMC Stockbroking operations in relation to client requests and referrals and well as actively manage the client base addressing issues that arise, proactively escalate issues and provide suggestions where processes and/or procedures may be improved.
ROLE AND RESPONSIBILITIES
- Provide superior customer service to Advisors, Intermediaries and their respective staff
- Proactively respond to, and manage client queries professionally and efficiently
- Maintain a good working relationship with your intermediaries
- Complete daily, monthly and ad-hoc processes within required SLAs
- Conduct and implement adhoc finance, rebate and product reporting and back-office functionality as required
- Manage and report on any promotional activity
- Manage rebate and remit process (monthly)
- Identify opportunities to cross sell existing products
- Identify initiatives that may improve CMC Stockbroking processes, procedures, platform/s
- Maintain personal/professional development to meet the changing demands of the role, participate in appropriate training
KEY SKILLS AND EXPERIENCE
- 1-2 years' experience in financial services and stockbroking
- Qualifications in a business or finance related discipline
- RG 146 certification
- MS Office proficiency especially Excel and the ability to quickly learn how to operate new systems
- Excellent written and verbal communication skills
- Strong customer service orientation
- Strong problem solving skills
- Ability to take responsibility of issues and manage through to completion
- Ability to prioritise multiple tasks, work to procedures and timelines in a team environment
COMPETENCIES
- Excellent written and verbal communication skills
- Strong customer service orientation
- Strong problem solving skills
- Ability to take responsibility of issues and manage through to completion
- Ability to prioritise multiple tasks, work to procedures and timelines in a team environment
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