Associate, Client Services

2 weeks ago


Melbourne, Victoria, Australia NAB - National Australia Bank Full time

Work type:
Fixed term Full time

Location:
VIC
  • Melbourne CBD
  • 12 months fixed term opportunity
  • Bring your investment operations, managed funds or fund accounting experience to NAB
  • Client Relationships area (Asset Servicing)
  • Melbourne CBD

It's more than a career at NAB. It's about more opportunity, more moments to make a difference and more focus on you.
Your job is just one part of your life.

When you bring your ideas, energy, and hunger for growth to us, you'll be recognised and rewarded for your contribution in return.

You'll have our support to excel for our customers, deliver positive change for our communities and grow your career.


It's a good time to see what more you can find at NAB as a Client Service Manager in Asset Servicing for a 12 months period.


The Role:


In continuing our drive for success in the Asset Servicing division (NAS), we are looking for a highly motivated individual to join our Client Services team.


Working with a supportive team of Client Service Managers and stakeholders across the business, this role has responsibility to support client administration, correspondence and day-to-day contact with a large Funds Management client.

This is also great opportunity to build on your existing investment administration or managed funds knowledge, while engaging with clients and colleagues on a wide range of interesting topics.


Key responsibilities include the following:

  • Participate in regular service meetings and adhoc meetings with clients, ensuring detailed agendas and action lists are prepared and followed
  • Liaise with clients, fund managers and other business areas on queries pertaining to service delivery, operational or product changes and other areas of expertise
  • Manage allocated client issues through to resolution with the client, third party fund managers, or Asset Servicing Operations and Investment Administration teams
  • Support the analysis and reconciliation of client investment transactions with the coordination of periodic reporting or actions to resolve any issues
  • Support all functions required to service existing clients, including accurate recordkeeping, client reporting and data integrity.

A diverse and inclusive workplace works better for everyone:
At NAB, we're intent on building a culture we can all be proud of. One based on trust and respect. An uplifting environment where every single one of us feels appreciated and empowered to be our true, authentic selves. A diverse and inclusive workplace where our differences are celebrated, and our contributions are valued. It's a huge part of what makes NAB such a special place to be.

Join NAB:

If you think this role is the right fit for you, we invite you to apply. If you require any reasonable adjustments to the recruitment process or the role, please let the recruitment consultant know.

Please note unsolicited CVs from agencies will not be accepted.

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