About Our Client:This family-owned company operates within the financial services sector, with a focus on delivering exceptional client outcomes. Established in 2011, they continue to thrive, demonstrated by the numerous industry awards and recognition they receive year after year. The company is dedicated to recruiting and developing top talent, fostering a fun, vibrant, and performance-driven culture.About the Role:As a Relationship Manager, you will promote services to key referral partners, specifically within accounting firms. Managing a portfolio of accounting partners, you'll focus on building strong relationships, advocacy, and unmatched client service. The ideal candidate is well-presented, communicates confidently, and is dedicated to delivering a high standard of customer service. This demanding and fast-paced full-time role requires strong organisational skills. The company has ambitious goals and a start-up attitude, making it ideal for a motivated individual with initiative, a quick learning ability, and a collaborative mindset. This opportunity is perfect for someone who can work without boundaries, is ready to join a team, utilise available resources, and drive business success.Your Responsibilities:Onboarding referral partners, conducting due diligence processes, and managing contractsActing as the first point of contact for all referral partners within the accounting sectorTaking a solution-driven approach to handle referral queriesDeveloping strong relationships with referral partners through outstanding client servicePreparing promotional and marketing materials as well as business packsMaintaining referral databases and registers, including regular performance and quality reviewsManaging commission payment systemsCoordinating diaries and scheduling meetings effectivelyCollaborating with team members and other groups within the organisationManaging the documentation and mapping of processes, procedures, and policies as neededEnsuring effective controls are in place to monitor and address compliance and risk components, proactively resolving issuesAttending industry events and meeting with internal and external stakeholders to further develop professional relationshipsAbout You:Strong verbal and written communication skillsHigh attention to detail and ability to work under pressureEstablished network within the accounting industry is essentialProficient in Microsoft Office SuiteProven track record of consistently meeting or exceeding performance metricsKnowledge of the banking and finance industry, Australian housing market, and regulatory environment is preferred but not required
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