The Account Management Review Template serves as a crucial tool for businesses operating in Australia to maintain compliance with regulatory requirements while ensuring effective client relationship management. This template is specifically designed for use during periodic account reviews, typically conducted quarterly or annually, to assess service delivery, performance metrics, and compliance status. It incorporates requirements from key Australian legislation including the Corporations Act 2001, ASIC guidelines, and privacy regulations, making it suitable for financial services providers and other professional services firms. The template ensures consistency in review processes, facilitates documentation of key findings and recommendations, and supports continuous improvement in account management practices.
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1. Parties: Identification of the account manager, client, and any other relevant stakeholders
2. Background: Context of the account relationship, including service agreement reference and review period
3. Definitions: Key terms used throughout the document including performance metrics and service standards
4. Account Performance Overview: Summary of key performance indicators and achievement of agreed targets
5. Service Delivery Assessment: Evaluation of service levels provided against agreed standards
6. Compliance Review: Assessment of compliance with regulatory requirements and internal policies
7. Risk Assessment: Review of current risk profile and risk management measures
8. Client Feedback: Summary of client satisfaction and any feedback received during the review period
9. Action Items: List of required actions, improvements, and recommendations
10. Review Outcome: Overall assessment conclusion and next review date
1. Financial Analysis: Detailed financial performance analysis - include for investment or complex financial accounts
2. Stakeholder Management: Analysis of stakeholder engagement - include for accounts with multiple decision-makers or complex governance structures
3. Technology Review: Assessment of technical solutions and digital services - include for accounts with significant technology components
4. Market Context: Analysis of market conditions affecting account performance - include for investment or market-sensitive accounts
5. Sustainability Assessment: Review of environmental, social, and governance factors - include for accounts with ESG requirements
1. Schedule A - Performance Metrics: Detailed performance data and analytics for the review period
2. Schedule B - Service Level Agreement Review: Detailed assessment against specific SLA requirements
3. Schedule C - Risk Register: Current risk register with updates from the review period
4. Schedule D - Compliance Checklist: Completed compliance checklist for the review period
5. Appendix 1 - Client Meeting Minutes: Minutes from client review meetings during the period
6. Appendix 2 - Supporting Documentation: Relevant certificates, reports, and supporting evidence referenced in the review
Authors
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Professional Services
Banking
Insurance
Investment Management
Wealth Management
Corporate Services
Information Technology
Consulting
Business Services
Relevant Teams
Account Management
Client Services
Compliance
Risk Management
Operations
Quality Assurance
Business Development
Client Success
Portfolio Management
Service Delivery
Relevant Roles
Account Manager
Relationship Manager
Client Service Manager
Compliance Officer
Risk Manager
Business Development Manager
Portfolio Manager
Service Delivery Manager
Operations Manager
Quality Assurance Manager
Client Success Manager
Senior Account Executive
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