Client Services Account Manager – Equities


Location: melbourne

Salary description: $80,000 - $85,000 inc super.

  • $50-100k AUD Equivalent
  • Permanent
  • 3 to 7 years of experience

Our client is a well established and growing financial services business looking for a hands on Client Services Manager to join their team.

The Client Services Manager will manage the delivery of the day to day administration of clients funds whilst developing and maintaining a strong relationships with a portfolio of clients by being the main point of contact for the client

Primary Responsibilities:

  •  Understanding the business’capabilities and service, and effectively communicates all offerings to clients
  • Work closely with the Team Leader to develop and maintain fund checklists for accurate processing and validation
  • Regularly meet with portfolio of clients in person reviewing their services and any investor projects.
  • The ability to professionally liaise with Clients, Investors and Advisors and respond to queries in a timely and accurate manner per agreed Service Level Agreements  exceed client’s expectations
  • Ensuring all client registry reports are carried out in a timely and accurate manner per agreed Service Level Agreements
  • Project manage and execute where required client Distributions, ecommunications and meetings
  • Provide support, training, guidance and back up to other team members as required.
  • Work closely with other team members to ensure all daily deadlines are met

Theideal candidate will have a Client Services, Account Manager and/or Operational experience from share registry, stockbroking, wealth management, funds management, custody sector with strong communcations skills, a can do attitude, and be happy to roll up their sleeves and get involved when needed.