Client Service Associate

2 weeks ago


Sydney, Australia Certane Full time

**Client Services Associate
- Corporate Trust**

**About the business**

With $40 billion in assets under trusteeship we provide technology-enabled financial services to our partners and clients. We use our deep industry expertise to build modern financial technology and infrastructure, delivering greater transparency, efficiency, governance and customer outcomes.

Our Corporate Trust division sits within our Certane business and is a respected provider of corporate trust services to the financial services industry in Australia.

As a corporate trustee or custodian we are the legal owner of, or hold security over, assets and financial instruments on behalf of our clients as well as providing administration and agency services.

**The Role**

The position of Client Service Associate is to be accountable and responsible for the management of the day-to-day administration of a portfolio of clients and ensure Certane's internal and external obligations are discharged. Some of the tasks involved include:

- Maintaining client and service provider relationships.
- Provide dedicated support to Relationship Manager(s) in an effort to build and maintain relationships with the business institutional prospects, investment consultants, and existing clients.
- Assist the Relationship Manager and Client Service Manager in servicing the book of custody and trustee clients and be the primary point of contact for operational and administrative matters.
- Resolve on a timely basis all client problems/queries to ensure best-in-class customer service. For high demand clients, know the client’s drivers that may be impacting service deliverables.
- Understand transaction documents so clients can be serviced and obligations are complied with. Ensuring clients are meeting their obligations under the transaction documents
- Ensure Certane’s operating system is updated to reflect all relevant client dealings and obligations and incidents are captured in the compliance management system in a timely manner.
- Ensure day-to-day administration processes and core deliverables within the Client Service team are met.
- Maintain high levels of quality and compliance, understanding policies, procedures and Certane's administration of your clients.
- Review, negotiate and approve documentation in relation to assets and asset related requests

**Requirements**:
**Skills and experience**
- 3 years’ experience in similar roles in the finance industry (trustee industry preferred)
- Trade Settlements experience highly regarded
- Ability to work effectively as a team member and independently,
- Ability to manage multiple priorities under pressure, trouble-shoot, and to meet short
- and long-term deadlines
- Excellent written and verbal communication skills
- Understanding of the role of a trustee/custodian and the finance industry
- Ability to understand and negotiate (where applicable) legal, contractual documents
- Track record of performance in a busy, commercial, competitive environment
- Excellent critical and creative thinking and analytical skills
- Ability to understand contractual documents and interpret associated obligations

**Benefits**

**Benefits and perks**

You will have the opportunity to work in a professional, supportive and friendly work environment.

If this ticks your boxes we want to hear from you



  • Sydney, Australia Client Server Full time

    Sydney, New South Wales | $55,000 AUD per year (OTE of $70k) + Super + uncapped commissionManaged by: Georgina Daltrey **_ Associate Recruitment Consultant - $55000 (OTE of $70k) + Super + uncapped commission_** We are Client Server - The leading Technology Recruitment Consultancy, founded in 1999 in the UK - we now have multiple offices in the UK and an...


  • Sydney, Australia S&P Global Full time

    S&P Global (July 2023) Market Intelligence Client Services Associate Development Program (Sydney) **Role**: Client Services Associate **The Location**: Sydney The S&P Global Market Intelligence Client Services Associate Development Program offers emerging professionals an opportunity to join a rapidly growing company with an exceptional corporate culture....


  • Sydney, Australia HAYS Full time

    Client Service Associate to support the Financial Advisers of the bank with their elite client base **Your new company** This company is a prestigious global bank and wealth manager. The role is within the Wealth Management business, which services individuals, families and institutions investing in both domestic and international markets, including...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Asset Management- PermanentThis is a great opportunity to build a long term career in a stable permanent role in a nurturing environment The purpose of this role is to manage and deliver on the day to day administrative requirements applicable to the management of investment schemes, including property funds and bond products. You’ll be focused...


  • Sydney, Australia T+O+M Executive Full time

    26 Feb 2024 Sydney FullTime We here at TOM Executive Recruitment have partnered with a boutique fund manager to recruit a client service associate to join their operations team. - Permanent role based in Sydney CBD - Salary ranging $80K - $100K + super. - Flexible working from home arrangements **_Overview of the role:_** In this speacilist investment...


  • Sydney, Australia Profusion PAC Pty Ltd Full time

    **Job Opportunity: Client Services Associate/Executive** - Exciting growing local firm - Excellent oppurtunity for those looking to break into distribution - Great team culture with a focus on team work. **Client Overview**: Our client is a distinguished Real Estate Fund Manager with an asset portfolio exceeding $1 billion. With teams based in Sydney and...


  • Sydney, Australia HAYS Full time

    Client Service Associate role for Mandarin speaker **Your new company** The role is within a reputable Wealth Management business, which services individuals, families and institutions investing in both domestic and international markets. **Your new role** - Facilitation of all client queries and adviser requests - Client on-boarding, including...


  • Sydney, Australia CMC Markets Full time

    CMC are hiring! We have a permanent opportunity for a Client Services Associate to join our Client Services Stockbroking team, based in our Chatswood, Sydney office. This is an entry level role which could be suited to those looking for a graduate position in financial services or operations. About Us CMC Markets is a global leader in CFD trading and share...


  • North Sydney, Australia Kelly+Partners Full time

    Clearly defined career progression strategies to help you reach your professional goals - Learn industry leading best practices that have helped Kelly+Partners achieve 30% YOY growth - Annual Rewards and Recogniton for top performers **About Us** Kelly+Partners Group (ASX:KPG) is one of Australia’s most progressive and fast growing financial services...

  • Client Associate

    3 weeks ago


    Sydney, Australia Findex Full time

    **The Opportunity** This role is a great fit if you are a driven individual who displays high attention to detail, initiative and a switched-on attitude. This is an exciting opportunity which will see you interact with people at all levels across the business. The Client Associate is also responsible for ensuring that team workflow is managed using...


  • Sydney, Australia Investa Full time

    **We’ve made it our business to understand how people want to work today, tomorrow and beyond and as you’d expect, we practise what we preach in our own workplace as well.** Investa is one of Australia's largest and most well-known commercial real estate companies, committed to helping workplaces to thrive. We manage and develop office buildings in...


  • Sydney, Australia Guidepoint Full time

    : The Client Service team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. As an Associate on the...


  • Sydney, Australia Guidepoint Full time

    : The Client Service team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. As an Associate on the...


  • Sydney, Australia ausbil Full time

    Ausbil Investment Management, based in Sydney, is one of Australia’s leading specialist Australian and global investment managers. Established in 1997, we are a strategic partnership between members of the investment/management team of Ausbil and New York Life Investment Management. Ausbil manages around $15 billion in funds under management. Our clients...


  • Sydney, Australia S&P Global Full time

    S&P Global Market Intelligence **The Role**: Client Services Associate The S&P Global Market Intelligence Client Services Associate Development Program offers emerging professionals an opportunity to join a rapidly growing company with an exceptional corporate culture. The program seeks to attract high achievers from a diverse pool of undergraduate...


  • Sydney, Australia Fisher Investments Europe Full time

    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 functions and be a part of a collaborative...


  • Sydney, Australia Hatch Full time

    ** This role is at S&P Global (not for Hatch)** Hatch is supporting S&P Global to find a great Client Services Associate to join their Customer Support team. Hatch exists to level the playing field for people as they discover a career that’s right for them. We model this in our hiring process for our partners like S&P Global. **About the role at S&P...

  • Client Associate

    3 weeks ago


    Sydney, Australia Dentsu Aegis Network Full time

    The purpose of this role is to assist the team in their day to day duties and coordination of campaigns and initiatives Job Title: Client Associate **Job Description**: What your typical day will look like: As the Client Associate, you will proactively support the senior team, taking responsibility for all administrative tasks within the team to ensure...

  • Client Associate

    6 days ago


    Sydney, Australia Dentsu Aegis Network Full time

    The purpose of this role is to assist the team in their day to day duties and coordination of campaigns and initiatives Job Title: Client Associate **Job Description**: What your typical day will look like: As the Client Associate, you will proactively support the senior team, taking responsibility for all administrative tasks within the team to ensure...

  • Client Associate

    3 weeks ago


    Sydney, Australia Dentsu Aegis Network Full time

    The purpose of this role is to assist the team in their day to day duties and coordination of campaigns and initiatives Job Title: Client Associate **Job Description**: What your typical day will look like: As the Associate, you will proactively support the senior team, taking responsibility for all administrative tasks within the team to ensure campaigns...