Account Manager / Client Service Representative

Location: Melbourne CBD, Victoria
Contract Type: Contract
Specialisation: Banking & Financial Services
Salary: AU$70 - AU$90 per annum + Super
REF: BBBH237947_1572243720

The Client

My client is a worldwide financial institution who have made a name for themselves as one of Melbourne's 'must work for' employers. Globally, they have almost $900 billion under management and a relentless drive to provide exceptional service to their clients. Their culture is based on honesty and integrity and they have a history of providing their employees with exceptional opportunities for career progression.

If you have a proven track record in investment operations but are looking to increase your exposure to clients and take your career to the next level, then this could be the perfect opportunity.

The Role

  • Coordinate the account administration for institutional clients. Monitor and track KPIs across operations and accounting.
  • Work closely with clients and Relationship Managers to execute daily client activity, oversee transaction processing and resolve critical issues.
  • Coordinate with servicing teams across various global locations on execution of client activity.
  • Build strong client relationships and develop a clear understanding of their requirements. Resolve problems and identify their root cause. Ensure a satisfactory solution which mitigates risk.
  • Identify service efficiency enhancements and process improvements.
  • Support new business-product initiatives and manage the review, sign-off, planning and execution of Operational Change Requests.

The Candidate

  • At least 18 months experience in investment/custody operations, account management, client services, fund accounting or a middle office role.
  • Outstanding communication skills with the ability to resolve issues promptly.
  • A proven ability towards meeting client expectations and a track record of building strong networks and relationships.
  • The ability to work under pressure and hit deadlines.
  • A mature and confident approach.
  • An innovative attitude.

To be considered, please apply ASAP and I will provide feedback on your application as soon as possible.

Julian Soames
Principle Consultant - Banking and Financial Services