Client Services

2 weeks ago


Sydney, Australia Anton Murray Consulting Full time

Sydney- Ancillary Areas, Wealth Management- PermanentThis role would suit someone with at least one year’s client services experience in an assistant adviser, desk assistant, client services or an equities support environment, seeking to get into a client-facing, Account Management role.

Account Managers are accountable for the ongoing relationships with, and provision of exceptional client service to, the advisers and support personnel of each of these clients.

Account Managers are also responsible for maintaining good working relationships with each of their internal partners, including IT, Onboarding and Data Services.

**Responsibilities**:

- Develop a deep understanding of assigned clients including but not limited to business strategy and model, trading patterns, key clients and their requirements.
- Develop strong relationships with advisers and key personnel.
- In conjunction with the Snr Account Manager / Business Head, meet with clients from time to time including social functions.
- Performance of regular client calls/visits including publishing written agendas, post meeting minutes and outstanding action items, regular reporting of progress and follow up actions
- Work closely with the AM and Product Team to ensure seamless adoption of new clients
- Client training as required
- Take ownership of all aspects of risk associated with the client, including unmatched and failed trades, service issues with regulatory/compliance implications.

**Requirements**:

- Impeccable communication and presentation skills
- Minimum of one year’s experience within a broker environment with client interaction
- Strong equity markets System’s knowledge, CHESS, IRESS etc
- A strong knowledge of the Australian stockbroking industry



  • Sydney, Australia Tal Services Limited Full time

    Company DescriptionWelcome to This Australian Life. From the millions of Australians we protect, to those that make it happen every day at TAL, people really are what we’re all about. We want to grow with you. Achieve with you. And support you to do your best work. That's why we're focused on developing leadership, promoting diversity, rewarding...

  • Client Partner

    4 weeks ago


    Sydney, Australia IT Services Provider Full time

    **Job Title: Client Partner - Insurance & Superannuation Sector** **Location**: Melbourne/Sydney, Australia **Mode of Work**: Hybrid 3 days a week from Office & 2 Days from Home **Reporting Structure**: Country Manager, ANZ **Job Overview**: As a Client Partner specializing in the Insurance and superannuation sector, you will play a pivotal role in...


  • Sydney, Australia Louis Vuitton Full time

    POSTE **About the role**: As a Client Care and Correspondence, you will also be an ambassador for our Care Services and Complaint Resolution within Louis Vuitton ANZ. PROFIL **Your impact**: You will be an experienced customer service expert who can consistently deliver Client-centric responses to a various range of inquiries and requests; not limited to...


  • Sydney, Australia Xe Full time

    As a Client Services Executive at Xe, you will be responsible for working closely with our clients to provide them with the best possible currency exchange and international payment services. At Xe, we value our customers above all else, and as a Client Services Executive, you will play a key role in ensuring that every client receives excellent service and...


  • 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 Gallagher Full time

    Overview Gallagher Bassett (GB) is Australia and New Zealand’s premier third party claims administrator. We manage claims on behalf of insurers, brokers, government bodies and self-insured organisations. We are part of the leading global risk management and insurance group Arthur J Gallagher & Co. Life at GB is an adventure - often fast paced,...


  • Sydney, Australia Adecco Full time

    Temporary assignment with the opportunity to extend - $37 per hour + super - Location: North Ryde - White Card - Drivers License - Asbestos Awareness Responsibilities will include but not limited to: - Ensuring that the base contract preventative statutory/routine maintenance is completed and compliant - Attend client school/stations in the nominated...


  • Sydney, Australia Gallagher Full time

    About Us: Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our...


  • Sydney, Australia Lorica Partners Full time

    The Client Service Administrator (CSA) role is part of the team that is responsible for providing a broad range of support to the Advice team, in the provision of high-quality ongoing services to existing and prospective clients. **Key Responsibilities**: - Provision of exemplary client service, meeting and greeting clients, managing inquiries and...


  • Sydney, Australia Boston Consulting Group Full time

    **WHAT YOU'LL DO**: Reporting to the Sydney Operations Services Senior Manager, the Client Services Assistant will work effectively as part of the Client Services Team, to carry out a diverse range of office and administration tasks to ensure the seamless running of daily operations. Responsibilities will include coordinating office logistics, meeting room...


  • Sydney, Australia BSI Full time

    Great that you're thinking about a career with BSI! - The Opportunity - We have an exciting opportunity for a positive and driven person to join our team in Sydney or Melbourne as Client Services Officer for our Product Certification team. - Job tasks and responsibilities: - Responsibility for establishing and maintaining relationships with internal and...


  • Sydney, Australia BSI Full time

    Great that you're thinking about a career with BSI! The Opportunity We have an exciting opportunity for a positive and driven person to join our team in Sydney or Melbourne as Client Services Officer for our Product Certification team. Job tasks and responsibilities: - Responsibility for establishing and maintaining relationships with internal and...


  • Sydney, Australia Charterhouse Full time

    **Client Service Officer - NSW Government - Victims Services** **3 x positions available** - **$34ph + super**: - **Immediate start pending checks**: - **Initial 3 month contract with view to extend**: - **Parramatta location/Hybrid ( 2 days per fortnight required in the office)**: - **Full time, Monday to Friday. 38 hours per week** This large...


  • Sydney, Australia Perpetual Limited Full time

    Client Service Officer - Custody Payment team- Your future starts here. Join us- Join a Trusted Brand and make a difference- Join a growing global firm In this role you will have the opportunity to build effective relationships with clients as part of the Custody payment team within Managed Fund Services. This unique role has an emphasis on team work and...


  • Sydney, Australia Charterhouse Full time

    **$75k Package**: - **ASAP start**: - **Darling Park, Sydney CBD**: - **Full time in Office** Our client, A Chartered Accounting organisation specialising in Agribusiness seeking a super star Client Services Coordinator. They are looking for a friendly and enthusiastic Coordinator to join their Sydney Office to enable the accounting team to be...


  • Sydney, Australia Prosperity Advisers Full time

    **There are three reasons why people enjoy working at Prosperity. Our people, our clients and our innovative culture.** - Our people are our power_ - Our culture inspires teamwork, connectedness and growth; we harness energy and talent to collaborate and achieve shared goals. - We create strong financial futures_ - Our people are skilled across the financial...


  • Sydney, Australia Lorica Partners Full time

    The Client Service Administrator (CSA) role is part of the team that is responsible for providing a broad range of support to the Advice team, in the provision of high-quality ongoing services to existing and prospective clients. **Key Responsibilities**: - Provision of exemplary client service, meeting and greeting clients, managing inquiries and...


  • Sydney, Australia Deluxe Full time

    Job Client Services Coordinator Description Position Overview For the past century, Deluxe Entertainment Services has been committed to providing content owners and creators with the tools and talent they need to bring the most compelling and exciting stories to life. We are seeking a highly proactive Client Services Coordinator to join our...


  • Sydney, New South Wales, Australia Charterhouse Full time

    Client Services OfficerOpportunity to work for a market leading Mid Tier Accounting firm Gorgeous state of the art offices, in the heart of Sydney CBDPermanent position, working 8.30am – 5pm Monday to Friday About the company: Our client is looking for a friendly and dynamic Client Services Officer to complement their friendly team and help them to manage...


  • Sydney, Australia Charterhouse Full time

    Client Services OfficerOpportunity to work for a market leading Mid Tier Accounting firm Gorgeous state of the art offices, in the heart of Sydney CBDPermanent position, working 8.30am – 5pm Monday to Friday About the company: Our client is looking for a friendly and dynamic Client Services Officer to complement their friendly team and help them to...