Client Services Analyst

1 week ago


Melbourne, Victoria, Australia Anton Murray Consulting Full time

Melbourne- Asset Management- PermanentOur client is a financial services provider supporting clients with home and cross border securities and taxation requirements.

They are looking to add a Client Services Analyst to their Melbourne team.

As a Client Service Analyst, you will:

- Provide Support to the Managing Director.

  • Deal with scheduling, daily queries, producing reports, organising calls and monitoring client relationships.
  • Maintain regular contact with clients dealing with daily queries, produce reports, organise calls and maintain client relationships.
  • Reconcile, compile and produce client reports.
  • Maintaining outlook, case listing calendar, scheduling, management reporting, expense reconciliation,
coordinating meetings, events, etc.

  • Provide support with research and RFP completion.
  • Provide Sales support and provide portal demonstrations to clients and prospects.
  • Maintaining and update all APAC procedures, manuals and other internal resources and documentation.
  • Onboard new clients and perform KYC checks.

Requirements and Skills:

  • 5 years + of experience in financial services support and administration.
  • Strong numeracy and analytical skills with high attention to detail and accuracy.
  • High level Microsoft Excel skills, database and CRM knowledge.


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