Job Title

Client Relationship ManagerGet AI-powered advice on this job and more exclusive features.FCX is the trusted platform where companies stay private while offering liquidity, and investors access exclusive opportunities, enabling both to design opportunities through controlled, compliant decisions in the private market.We are a 100% owned subsidiary of FinClear, Australias leading independent technology and infrastructure provider for financial market access. We use FinClears established processes, technology, and expertise to ensure every investor is verified and every transaction meets regulatory requirements.FCX is broadening our Client Relationship Team, who support our clients and work to ensure they are active users of our platform. The team are focused on client retention, underpinned by delivering exceptional service to our clients, their investors and external stakeholders.The team proactively look out for our clients best interests, utilising our unique products and services to help our clients better manage critical corporate transactions.You are a people person, by nature, and possess a unique combination of soft and hard skills required to effectively communicate with clients, HNW investors and stakeholders.You have an operational mindset and are driven to improve current processes or introduce new processes to benefit the day-to-day operations of our business and ultimately improving our clients experience.Key ResponsibilitiesBuild ongoing client relationships with clients, HNW investors, VCs and any other relevant stakeholders of FCX.Manage client onboarding and transitions, including data cleansing and communications.Support clients through transactions, particularly those conducted in FCXs Liquidity Venue. This includes managing investor communications, ensuring documentation is completed efficiently and accurately, manage timelines and ensure business stakeholders are aligned.Support FCX operations as required (e.g. as key point of contact for managing client transactions, reviewing and reconciling reports etc)Educate clients on our processes and best practices. This includes providing FCX platform training and demonstrations where applicable.Engage with clients to understand the nature of their business and guide them as to what FCX tools would benefit them.Manage communications through phone and email from clients and their investors.Proactively manage client billing to ensure clients are billed accurately, in time and that outstanding debtors are appropriately followed up.Provide support to the pre-sales and post-sales process.Working closely with line Manager drawing on client feedback, team feedback and industry changes to continuously improve our products and services.Skills/ Knowledge:Experience in managing key client relationships with excellent communication skills both written and spoken.In depth knowledge of equity instruments and corporate actions.Ability to embrace and adapt to change.Strong MS Office Skills including excel.About FinClearCelebrating its 10th year in 2025 with 170 employees across four states. FinClear offers a comprehensive benefits package for our people which includes;Employee Stock ownership planE-vehicle/e-bike salary sacrifice program supporting sustainable commuting16-week gender-neutral parental leaveHybrid flexibilityLearning and Development programmes for your career advantage.Ready to apply?Apply now via the links. We don''t wait until applications close to review them and will actively be interviewing over the coming weeks. Please note that we do not accept speculative candidates via agencies or third parties.Rights to legally work in Australia is a must to be considered for the immediate opportunities at FinClear, (sponsorship options are currently not an option)Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionCustomer ServiceReferrals increase your chances of interviewing at FCX by 2xGet notified about new Relationship Manager jobs in North Sydney, New South Wales, Australia.National Account Manager (Coles) (Sydney CBD/Hybrid)North Rocks, New South Wales, Australia 5 hours agoSydney, New South Wales, Australia 5 days agoCustomer Relationship Manager - Allied HealthMacquarie Park, New South Wales, Australia 6 days agoSydney, New South Wales, Australia 10 hours agoAccount Executive, Accelerated Growth, Google Customer SolutionsSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 1 day agoRelationship Manager-Corporate and Institutional BankingSydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 2 days agoNational Account Executive - Woolworths & NZSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia A$200,000.00-A$250,000.00 3 weeks agoSydney, New South Wales, Australia 3 weeks agoMascot, New South Wales, Australia 11 hours agoSydney, New South Wales, Australia 21 hours agoAccount Executive - Expression of InterestSydney, New South Wales, Australia 1 day agoSydney, New South Wales, Australia 22 hours agoClient Relationship Manager, Private Wealth Sales, MelbourneSydney, New South Wales, Australia 2 months agoAssociate Mid-Market Account Executive Sub 100Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 4 months agoSydney, New South Wales, Australia A$180,000.00-A$210,000.00 6 days agoNational Account Executive - Strategic GrowthSydney, New South Wales, Australia 5 days agoNorth Sydney, New South Wales, Australia 2 weeks agoAccount Manager, Customer Success @ StreemSydney, New South Wales, Australia 1 day agoAccount Executive, Platforms (New Business)Sydney, New South Wales, Australia 3 weeks agoMascot, New South Wales, Australia 2 weeks agoAccount Executive, International Expansion, International ExpansionSydney, New South Wales, Australia 5 days agoWere unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr