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Senior Client Service / Client Relationship Manager

Job description

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.

This is a newly created role due to the recent win of new clients. 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.

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 - Principle Consultant - Banking and Financial Services