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- Posted 09 December 2021
- SalaryAU$90000.00 - AU$120000.00 per annum
- LocationMelbourne CBD
- Job type Permanent
- DisciplineBanking & Financial Services
- Reference253230
Consultant
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Client Service / Client Relationship Manager
Job description
Global financial services firm seeks a talented Client Service Specialist to work with a range of domestic and international, institutional clients
Key Responsibilities
- Liaise and have face to face contact with operational groups, clients and custodians to identify and resolve trading errors.
- Work with Account Managers to verify trade details and resolve specific reporting issues.
- Have responsibility for supporting investment portfolio and account restructuring.
- Prepare project plans and assist project implementation teams with the on boarding of new client business.
- Support new business-product initiatives and manage the review, sign-off, planning and execution of Operational Change Requests.
- Work across multiple teams to ensure the accurate transition of assets.
The Candidate
- At least 18 months experience in investment/custody operations, 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.
If you would like to be considered for this role, please apply via this website and I will provide feedback on your application as soon as possible
Julian Soames - Principal Consultant - Banking and Financial Services