Client Service Manager, Employee Share Plans

Job title: Client Service Manager, Employee Share Plans

Company: Boardroom Pty Limited


Job description: The BoardRoom Group is a leading provider of professional services in the Asia-Pacific region, with over 7,300 clients managed out of our offices in Australia, Singapore, Malaysia, Hong Kong, and China. These services include Share Registry – Listed & Unlisted, Corporate Secretarial, Employee Plans and Payroll.Our Industry Leading services include:

• Incorporation of companies
• Ongoing corporate secretarial management, including providing a registered office address
• Bookkeeping and payroll services
• Initial public offering (IPO) management
• Ongoing share registry services
• Employee plan administration services

The Role and Duties:
The purpose of the Client Services Manager is to supervise and manage the key events and day to day tasks for our Employee Share Plan clients. This role involves regular contact with your portfolio of clients including day to day administration function for share plan participants as well as billing and invoicing.In this role you will be responsible for:

• Direct client management for assigned clients
• Regular (monthly/quarterly) pre-scheduled account meetings with assigned clients (face to face or via phone)
• Providing excellent customer support to ensure maximum satisfaction and a positive experience for our clients
• Supervision and management of key events and day to day tasks
• Working cohesively with other divisions- includes payments, registry, meetings, call centre, IT, risk and compliance
• Attending and chairing meetings with assigned clients
• Work with the Service Delivery team for all processing operational requirements
• Work with the Service Implementation Manager on any trust related queries and a program for relationship management
• Implementation of new processes, procedures and systems for the Client Service Management team, this may include business user acceptance testing. Complete actions and follow up on actions outlined as part of client retention tiers and strategies.

Leadership & Culture

• Understanding of impact of own behaviour on cultural standards (actions speak louder than words);
• Actively encourages different perspectives to stimulate ideas and identify new opportunities;
• Is self-aware, humble, and willing to get on with the job.;
• Holds self-accountable for own and team’s results and behaviour, and stays positive and effective in challenging situations;
• Driven by the opportunity for positive impact and will leave the business and people better than they found them. Makes things simple and relevant;
• Focuses efforts on collaboration and achievement of organisational outcomes, not personal gain.
• Leads with their authentic self, not the power of their position. Says what they mean whilst maintaining respect for others.

Profile
Knowledge & experience

• Experience within a similar role is beneficial however not essential.

Competencies

• Strong understanding of internal business functions.
• Excellent verbal and written communication skills.
• Organisational skills.
• Attention to detail.
• Problem solving skills.
• Accountability and ability to prioritise work.
• Ability to work under pressure and meet deadlines.
• Positive and energetic manner.

Why BoardRoom?
With a remarkable 50+ year track record, BoardRoom has established itself as a trusted partner for business both in Australia and across our Asian footprint. Our network of 15 offices in five countries is honoured to serve a diverse clientele, comprising of 7,500+ publicly listed and private companies. With the dedication of our 850+ talented staff, we have built an organisation that is responsive, agile and attuned to the needs of our clients.Location:
Sydney CBDHow to applyReady to take the next exciting step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.Please contact the People & Culture Team atpeople@boardroomlimited.com.au or visit our websitewww.boardroomlimited.com.au

Expected salary: $100000 per year

Location: Sydney, NSW

Job date: Sat, 12 Apr 2025 22:32:51 GMT

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