Client Relationship Manager

CLIENT RELATIONSHIP MANAGER (CRM)

Eastern Region - Victoria

Are you a people person with a knack for building strong relationships? Do you want to make a difference in your community while advancing your career? If you like meeting new people and don’t mind clocking a few extra kilometres, you’ll fit right in!

About the Role

As a Client Relationship Manager (CRM) for Eastern Region - Victoria, you’ll be at the heart of our mission to deliver exceptional service to employers and members. You’ll develop and implement service plans that drive engagement, retention, and growth within your area.

What You’ll be Doing

• Travelling: you’ll be out and about across the Eastern Region of Victoria, meeting employers and members building real connections, maintaining and developing relationships with existing employers and members to enhance engagement and resolve issues.
• Strategic Planning: create and execute service plans that ensure retention and provide growth opportunities.
• Educational Outreach: organise and deliver educational seminars for employers and members, both in person and virtually.
• Record Keeping: keep accurate and timely records of employer and member interactions.
• Campaign Promotion: promote campaigns and provide feedback on the effectiveness.

What we’re Looking For

• Experience: 5 years in a similar role within financial services or superannuation.
• Knowledge: strong understanding of superannuation products, including define benefits, risk, insurance, Centrelink, investment choices and pension-based products.
• Presentation Skills: ability to deliver engaging presentations to audiences of all sizes.

What Will Make You Shine

• Superannuation RG146 compliance
• Diploma of Financial Planning
• Post secondary qualifications
• An unrestricted driver’s licence

Why You’ll Love Working with Us

• Community Impact: make a real difference in the communities of Victoria’s Eastern Region.
• Career Growth: opportunities for professional development and advancement
• Supportive Team: join a team that values collaboration and innovation.

Ready to Join Us

If this sounds like the perfect role for you, don’t wait! Send your resume to ***email_hidden*** by close of business Fri,26 June 2026 and get ready to take the next step in your career.

NO VISA SPONSORSHIPS AVAILABLE, and MUST HAVE WORKING RIGHTS FOR AUSTRALIA