![SB Recruitment](https://media.trabajo.org/img/noimg.jpg)
Client Service Operations
3 weeks ago
**Salary**:
**Contract Type**:
- Full Time
- **Location**:
- Sydney - NSW
- **Industry**:
- Banking & Finance
- **Contact Name**:
- Jenny Quigley
- **Contact Phone**:
- 0290025005
- **Date Published**:
- 20-Nov-2023
- **The Company..**
SB Recruitment is working in collaboration with Vestone Capital to source an Client Services Officer to join their financial operations team during this exciting period of growth.
Vestone Capital (previously Macquarie Equipment Rentals) is the result of a joint venture between Macquarie Group & Mitsubishi HC Capital. With a strong reputation spanning over 25 years, Vestone Capital, is known for providing tailored solutions to customers requiring funding for commercial assets. Vestone Capital work with customers across multiple industries ranging from education, government, professional services, healthcare to manufacturing and many more.
**The Benefits....**
- Competitive salaries, bonus structure, income protection.
- Novated car leasing.
- Reward & recognition programs.
- Hybrid work model.
- Up to an additional 5 days of leave per annum.
- 16 weeks paid parental leave.
- Personal travel insurance.
- Education & study support.
- Health & wellbeing program (EAP service, wellbeing portal, run clubs, free onsite Yoga & Pilates).
- Diverse & inclusive company culture.
- Sustainably conscious organization with a dedicated Sustainability.
- Committee which are working towards Vestone Capital becoming a net zero emissions company.
- Social & friendly work environment with regular events.
**The Job..**
Reporting directly to the Client Services Manager, you will be responsible for the following duties:
- Working in the Flow Operations team your role will be varied and encompass customer engagement, financial operations and creating bespoke client reporting.
- Prepare reports across areas such as revenue allocation, invoice distribution and collections.
- Streamline reports using Excel, Power BI and / or SQL.
- Design more effective, efficient and user friendly operational reports highlighting key findings.
- Liaising with various internal and external stakeholders to solve queries.
- Work across Operations and Finance to reduce manual processes and increase efficiencies.
**You..**
To be successful with this opportunity, you must have experience in the following areas and possess the below personal qualities:
- Ideally you will have 12 months + experience in a Client Services role and ready for your next challenge encompassing bespoke report creation for corporate clients.
- Tertiary studies in accounting, economics, data analytics or business administration are advantageous.
- Strong written and verbal communication skills.
- A keen eye for detail.
- A strong work ethic with an enthusiasm to learn and continually develop.
- Tech savvy with a genuine interest in using the latest tech to provide an enhanced client experience.
**How to apply..**
-
Client Service Operations
2 weeks ago
Sydney, Australia SB Recruitment Pty Ltd Full timeVaried role working across Corporate Client Services and Reporting - Plenty of scope for career growth in reporting and analytics - Supportive environment in a growing financial services firm **The Company..** *** SB Recruitment is working in collaboration with Vestone Capital to source a Client Services Officer to join their operations team during this...
-
Client Service Operations
2 weeks ago
Sydney, Australia SB Recruitment Full time**Salary**: **Contract Type**: - Full Time - **Location**: - Sydney - NSW - **Industry**: - Banking & Finance - **Contact Name**: - Sarah Bolster - **Contact Phone**: - 02 9002 5001 - **Date Published**: - 29-Jan-2024 - **The Company..** SB Recruitment is working in collaboration with Vestone Capital to source a Client Services Officer to join their...
-
Client Service Operations
1 week ago
Sydney, New South Wales, Australia SB Recruitment Full timeSalary:Contract Type: Full Time- Location: Sydney NSW- Industry: Banking & Finance- Contact Name: Jenny Quigley- Contact Phone:- Date Published: 20Nov2023- The Company.SB Recruitment is working in collaboration with Vestone Capital to source an Client Services Officer to join their financial operations team during this exciting period of growth.Vestone...
-
Operations Client Service, Officer
2 months ago
Sydney, Australia State Street Full timeWho we are looking for We are currently looking for an experienced Client Service Officer (Manager) to join our Client Service Team Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective...
-
Operations Client Service, Officer
2 months ago
Sydney, Australia State Street Corporation Full time**Who we are looking for** We are currently looking for an experienced **Client Service Officer (Manager) **to join our Client Service Team **Why this role is important to us** The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver...
-
Client Service and Operations Associate
1 week ago
Sydney, Australia Fisher Investments Europe Full timeClient Service and Operations Associate **Overview** **The Opportunity**: As a Client Service Associate you will support the launch and development of Fisher Investments Australia®. You will improve the firms success daily by working with managers to mitigate risks to the business and our clients. You will manage operations locally across many different...
-
Operations Client Service, Officer
2 weeks ago
Sydney, New South Wales, Australia State Street Corporation Full timeWho we are looking forWe are currently looking for an experiencedClient Service Officer (Manager) to join our Client Service TeamWhy this role is important to usThe team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment...
-
Client Service and Operations Analyst
1 week ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydneyAsset ManagementPermanentOur client provides a technology platform that can be utilised by third party capital raisers to facilitate investor aggregation and provide administration services across the full lifecycle of their investment. They're a rapidly growing organisation with a vision to make alternative assets more accessible to investors by...
-
Client Services and Operations Manager
1 week ago
Sydney, New South Wales, Australia Robert Walters Full timeAn exciting opportunity has arisen for a Client Service Manager to join a leading investment solutions company. This role is perfect for someone who thrives in a dynamic environment and is passionate about providing exceptional service to both advisers and end clients. The successful candidate will be responsible for managing and implementing all aspects...
-
Client Service and Operations Associate
1 week ago
Sydney, Australia Fisher Investments Europe Full timeClient Service and Operations Associate **Overview** Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments Australia®, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support...
-
Client Service and Operations Associate
2 weeks ago
Sydney, New South Wales, Australia Fisher Investments Europe Full timeClient Service and Operations AssociateOverviewThe Opportunity:As a Client Service Associate you will support the launch and development of Fisher Investments Australia. You will improve the firms success daily by working with managers to mitigate risks to the business and our clients. You will manage operations locally across many different functions and be...
-
Client Service and Operations Associate
1 week ago
Sydney, New South Wales, Australia Fisher Investments Europe Full timeOverview:The Opportunity:As a Client Service Associate you will support the launch and development of Fisher Investments Australia. You will improve the firms success daily by working with managers to mitigate risks to the business and our clients. You will manage operations locally across many different functions and be a part of a collaborative team that...
-
Client Service and Operations Associate
2 weeks ago
Sydney, New South Wales, Australia Fisher Investments Europe Full timeClient Service and Operations AssociateOverviewInvesting can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments Australia, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in...
-
Client Service and Operations Associate
1 month ago
Sydney, Australia Fisher Investments Full timeOverview The Opportunity: As a Client Service Associate you will support the launch and development of Fisher Investments Australia. You will improve the firms success daily by working with managers to mitigate risks to the business and our clients. You will manage operations locally across many different functions and be a part of a collaborative...
-
Client Service and Operations Associate
2 weeks ago
Sydney, New South Wales, Australia Fisher Investments Full timeOverview The Opportunity: As a Client Service Associate you will support the launch and development of Fisher Investments Australia. You will improve the firms success daily by working with managers to mitigate risks to the business and our clients. You will manage operations locally across many different functions and be a part of a collaborative...
-
Client Service and Operations Associate
3 weeks ago
Sydney, Australia Fisher Investments Full timeOverview The Opportunity: As a Client Service Associate you will support the launch and development of Fisher Investments Australia. You will improve the firms success daily by working with managers to mitigate risks to the business and our clients. You will manage operations locally across many different functions and be a part of a collaborative...
-
Client Operations
1 week ago
Sydney, New South Wales, Australia JPMorgan Chase Bank, N.A. Full timeAs an Associatein the Investment Middle Office Services (iMOS) Client Operations team, you will be responsible for supporting the outsourced middle office function on behalf of our key strategic clients.The team provides complete end to end operational support to our clients, for all aspects of middle office services. They represent the JPM iMOS service...
-
Technical Writer
3 days ago
Sydney, Australia Client Server Full timeSydney, New South Wales | $Negotiable Contract/Perm - Full time/part time **Technical Writer** **Salary Negotiable - Contract/Perm - Full time/part time** **Sydney - Hybrid** Our client is an international leading asset digitisation company based in Sydney, whose core focus is to leverage technology to enable the world's shift to net-zero. As the...
-
Security Administrator
1 week ago
Sydney, Australia Client Server Full timeSydney, New South Wales | $100,000 - $130,000 AUD per year + super Managed by: Rupert Turner **_ Security Administrator - _**_up to $130,000 + super_** **_ Sydney - Hybrid_** Our Client, an ASX listed, fast growing Australian FinTech Company, are seeking a Security Administrator. You will be joining the growing Sydney team and work alongside Australia's...
-
Asset Management Operations
2 months ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Asset Management- PermanentOur client is a top tier investment manager, seeking a mid-level operations and client services applicant to join their Sydney team. This position is somewhat like a combined role of operations and client services - so they ideally need quite a broad operations/ middle office person. The role will suit somebody who is keen...