Account Manager / Investment Operations Specialist

Location: Melbourne CBD, Victoria
Contract Type: Contract
Specialisation: Banking & Financial Services
Salary: AU$80000 - AU$100000 per annum + Super
REF: BBBH94663_1504247939

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 hundreds of billions 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.



They are currently recruiting a 12 month contract within their Account Management team. However, successful candidates will be considered for futrure permanent roles.



The Role

  • Resolve a wide range of oprational service requests from Australian and overseas clients.
  • Assist relationship managers in the execution of daily account administration and transaction requests.
  • Assist relationship managers in developing additional business, making client presentations, and coordinating servicing team.
  • Develop a clear understanding of clients needs and identift service efficiency enhancements and process improvements.
  • Maintain regular communication with clients and regularly inform them of changes to their account status.



The Candidate



Successful candidates will have:

  • At least 3 years experience in investment operations.
  • An ability to understand clients needs and the confidence to liaise with senior stakeholders.
  • Good attention to detail and the ability to prioritise.
  • A motivated approach and a client first attitude.


For more information, please apply to the role and I will respond to your application as soon as possible.

Julian Soames
Senior Consultant - Banking and Finance