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Client Solutions Manager - Financial Services Clients | Global Consulting Firm

Dalton Handley
10 August 2020

  • Highly successful global B2B strategy consulting business
  • Genuine client facing role leading strategic projects and a small team
  • Fast paced and intellectually stimulating environment with excellent training and development prospects
  • Candidates seeking a career change from traditional professional services BD at adviser and manager level strongly encouraged to apply

A global leader in B2B consulting is seeking a Client Solutions Manager join their Financial Services team in Sydney, a key role offering the opportunity to work with senior stakeholders within some of Australia’s leading corporations.

In this role, you will be responsible for delivering projects to clients, furthering relationships within key accounts and industry experts, and working with senior colleagues to maximise the firm’s growth.

Role & Responsibilities

  • Executing time-sensitive and competitive projects for the firm’s clients working within a specialised team – split by either industry or investment strategy
  • Owning and growing a book of business comprised of several client accounts, with a focus on establishing and building rapport with users and increasing utilisation of the firm’s offerings
  • Leveraging the firm’s network to match consultants with clients, based on the client’s needs
  • Daily interaction with industry experts to understand their capabilities and knowledge on specific client requests
  • Maintaining accountability and responsibility for successful execution of projects and consistent best in class client service
  • Enhancing your knowledge of your clients by building strong relationships with them
  • Working with the Business Development team to grow revenue and ensure retention of existing accounts
  • Collaborating with Events, Strategic Projects and Survey teams to pitch and execute a wide range of products
  • Collaborating with senior team members to program virtual and live content events
  • Preparing for and attending client meetings

An ideal candidate will have the following:

  • Bachelor’s degree, or above
  • 3-7 years of work experience in client-facing, account management or analyst roles in industries including, but not limited to: financial services, equity research, consulting, market research, recruiting, other professional services, or start up environment
  • People management; Team handling experience preferred
  • Passion for problem-solving in a client servicing role
  • Successful track record working in a fast-paced, team environment
  • Ability to multi-task and prioritise activities effectively, while ensuring a high level of accuracy and attention to detail
  • Outstanding communication skills (oral and written) and ability to proactively engage senior professionals
  • Outstanding communication skills in English

For more information including a detailed job description, please get in touch with Charles Handley on +61 2 8042 7970 or email your CV to charles@daltonhandley.com.

Dalton Handley is an international recruitment company dedicated to sourcing business development, marketing and communications talent for professional services firms across Australia with key alliance partner recruitment companies in Asia and the United Kingdom. For more information visit our website

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