Service Delivery / Account Manager

My client is a global financial giant with a deep knowledge of the Australian market. They deliver specialist solutions to their vast network of clients and have a reputation for offering a supportive work environment and excellent work / life balance. They are growing and are considered by many to be an employer of choice.

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.

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
Associate Director - Banking and Financial Services