Client Account Services

Overview: The Account Manager role provides account and relationship management to our Australia based clients. Responsible for client retention, they will manage the post-sales onboarding, training, client service, ongoing client engagement and development of client relationships to ensure maximum renewal of existing client revenue. As a product expert,...

This **prestigious Global Fund Manager** is seeking a **Client Account Services** professional to provide excellent service across **Client Change, Client Services and Fund Rebate processes for Australian Unit Trust Processes**. This is an exciting opportunity to join a **highly successful, friendly and ambitious team**, where your remit will cover a...

Let’s be #BrilliantTogether Overview The role of a Client Success Account Manager is a pivotal position that focuses on delivering exceptional account and relationship management to our esteemed clients based in Australia. With a primary responsibility for client retention, the Client Success Account Manager will oversee various aspects of the...

We are looking for an experienced Account Executive or Sales Executive who is wanting to take the next step in their career into Account Management. Managing multiple portfolios, this role is responsible for maintaining stakeholder relationships and field operations whilst focusing on growth of the accounts. This is an amazing opportunity that will provide...

Fundraising environment - Hybrid and flexible working conditions - Looking for a new carer challenge with variety & opportunity? - Love building and nurturing relationships? - Seeking a fresh new challenge in fundraising? - Flexible working conditions - Work from Home 50% of the week - Fantastic culture and team environment Fundraising Agency is seeking a...

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career...

Sydney- Wealth Management- PermanentOur client is a leading ASX listed FinTech firm servicing the stockbroking and wealth management industry with their automated operations technology. They are rapidly growing with a strong pipeline of new business and planned overseas expansion. Due to this, they need an addition headcount to service their current...

Job Description We are currently on the lookout for a Client Accountant with media billing experience to join our growing team in Sydney. The Client Accountant is to be the point of contact for the media client teams in providing assistants with client invoicing, expenses, and queries. This is an opportunity to join a global network and gain exposure...

City BasedProgression Guaranteed$90 - $100K +This leading professional services firm are going from strength to strength. They have been managing the financial affairs of private clients and their business interests and helping dynamic organisation unlock their potential for growth. Led by a team of approachable partners the firm has grown and evolved to...

Modern technology, office and progressive - Employee parking and true work-life balance - Flexible to full time or shorter hours This Dynamic Accounting Firm in Sydney’s Norwest is looking for a Client Services administrator to add to their team. The firm has modern technology, progressive, modern offices, provide employee parking and true work-life...

Sydney- Asset Management- Contract or TemporaryThis role will be initially hired as a maternity leave contract for 18 months with a high chance of converting to permanent. **RESPONSIBILITIES** - Owning the end-to-end fund rebate process for the Australian Unit Trust clients, including Preparing instructions to transfer agencies and internal departments of...

The Company Incra are a dynamic Australian owned business that provides comprehensive Accounting and Financial Services to a range of valued clients, supporting their payroll, bookkeeping and tax returns to in-depth financial analysis, forecasting and strategic planning. Excellent customer service and quality advice are at the heart of their business and...

SydneyAsset ManagementContract or TemporaryA leading global fund manager with over US$1 trillion of funds under management is seeking a candidate with over 3 years’ relevant experience to join their Client Account Services team.This role will be initially hired as a maternity leave contract for 18 months with a high chance of converting to permanent.The...

Sydney- Asset Management- PermanentOur client is a professional trustee and fund services firm with extensive experience across a diverse range of Australian retail and wholesale investment funds and other capital structures. They are seeking an experienced Account Manager to join their team in Sydney. The role of Account Manager directly contributes to the...

Exciting time to join this growing firm - Long term stability of staff members and clients Growing CA firm in Sydney’s, CBD. Both the client base and staff have been with these Partners for a number of years. Due to their current administrator relocating a new position has become available to join the team. **Duties within this role include**: -...

Sydney- Ancillary Areas- PermanentOur client is a leading ASX listed FinTech firm servicing the stockbroking and wealth management industry with their automated operations technology. They are rapidly growing with a strong pipeline of new business and planned overseas expansion. Due to this, they need an addition headcount to service their current clients,...

As an IMOS Service Delivery Vice President in Client Account Services (CAS) **, **you will be responsible for managing and delivering account reference data readiness for our Investment Middle Office Service clients. CAS IMOS Service Delivery team service our global and regional clients via our global footprint, coordinating end-to-end client account...

Sydney- Asset Management- PermanentOur client is a leading firm with offices around the region. They are seeking to hire a Client Service Account Manager to join their team, which is focused on managing the day to day administration of fund and trusts. This will involve being the main point of contact for a portfolio of clients for their unit registry. A...

Full Time_ - _ - Sydney_ - _ - May 5, 2023 _ - Sales_ - _ - _ **Job Overview**: Our client from the financial services industry is currently looking for a Client Account Manager based in Sydney who will be responsible for ensuring excellence in the servicing of a portfolio of clients and for building strong business relationships with existing and...

Sydney- Asset Management- PermanentThe individual will be expected to display significant initiative and work independently. This role will also be responsible for attending to the day-to-day queries for clients in the Australian Unit Trusts, as well as engage in client change activity such as client onboarding and change activity on new and existing global...