Job vacancy Client Service Officer

Client Service Officer - CBD Based - Investment / Wealth

• Reputable organisation with career progression
• Supportive team environment
• CBD Based

The Company

Leading International Wealth management company are looking to bring on a Client Service Officer into their ever growing team. Their vision of being Australia’s first choice for private wealth and investment savings is supported by their drive of simplifying and transforming processes as well as their focus on their people.

The Role

This newly created role will see you performing a blend of both client service and administration.

• Manage and own an portfolio of 40 clients
• Build effective relationships with clients
• Respond to client enquiries relating to various services, financial products, fees and conditions
• Liaise with internal stakeholders to ensure successful completion of payments/client instructions
• Process payments: domestic & International
• Manage large volume & high value payments
• Book FX rates with dealers
• Ensure equity and managed fund settlements are settled as scheduled
• Perform regular account reconciliations relating to domestic and global transactions
• Arrange opening of Term Deposits
• Arrange bank audit confirmations & cheque deposits

You will be mainly supporting a project to do with investments in the business while ensuring compliance requirements are being met. Assisting with SOA preparation will also be another part of the role where you can learn technically. Progression into paraplanning or a financial planner role may also be an option for you down the track.

Your Experience

• Experience working in high volume, fast paced operations environment dealing with financial transactions and large monetary amounts on a daily basis
• Demonstrated customer service and relationship management skills
• Minimum of one year working in the superannuation or wealth management industry would be desirable
• Administration experience in a financial service business
• X-Plan Experience is desirable but not essential
• Excellent verbal and writing communication
• Bachelor Degree desirable

Your next step

Does this sound like something you are interested in? If the answer is ‘Yes’ then we would love to hear from you!

Simply click ‘Apply’ now and attach an updated copy of your CV, or if you have any questions and wish to have a conversation contact me on [email protected] or on 02 8215 1036.

If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion about your career or you may like to check out our other current vacancies on https://www.randstad.com.au/job-seekers/.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

Client Service, Client Service Manager, Customer Service, Administration

qualifications

• NA

education

Secondary School/High School