Client Care Specialist

6 days ago

Brisbane, Queensland, Australia beBeeSenior Full time $80,000 - $130,000
Job Overview

We are a specialist equities execution and administration company with over 25 years of experience in the local market. Our mission is to deliver solutions that seamlessly connect our clients to markets.


The Client Services Senior Associate plays a crucial role in our day-to-day operations, reporting to the Team Leader Client Services. This role supports the wider team by managing client care and onboarding functions for the business.


This position is well-suited to a reliable and eager professional who can consistently meet a service level agreement. The ideal candidate will have skills in intermediary back office functions in a complex financial services business and be able to support the wider team.


Key Responsibilities:
  • Complete the on-boarding process for new clients, counterparties and intermediaries.
  • Perform AML/CTF checks and KYC due diligence.
  • Assist with security and client static data maintenance.
  • Ensure sign-off and control around all static data changes with relevant approvals.
  • Prepare and distribute client documentation and take ownership of client queries.
  • Answer client queries on the phone and via email.
  • Assist with the development and maintenance of standard processes across the team.
  • Coordinate seminars, training events and ad hoc tasks where required.
  • Guide and mentor junior team members to build their knowledge and capability.

Requirements:
  • 2-5 years relevant experience in financial services (preferably banking) or client services.
  • Tertiary degree in business or other associated disciplines.
  • Enthusiasm and a helpful attitude.
  • Comfort with autonomy and new tasks.
  • An interest in learning new tasks and skills.
  • MS Office (Excel, Word, PowerPoint).
  • Excellent people skills, with a willingness to exceed client expectations.
  • Demonstrate initiative and problem-solving skills.
  • High level of attention to detail.
  • Ability to handle high-paced environment while delivering a high level of output at exceptional quality.
  • Intermediate to Advanced computer literacy in MS Office and CRM solutions.

Behavioural Competencies:
  • Excellent verbal and written communication.
  • Planning, organising and able to meet deadlines.
  • Results/quality focused.
  • Flexibility/adaptability.
  • Initiative and independence.

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