Client Relationship Specialist

5 days ago


Sydney, New South Wales, Australia PARTALE Full time

We are seeking a highly skilled and experienced Client Relationship Specialist to join our One Registry services team.

As a key member of our Unit Registry team, you will be responsible for providing exceptional client service and support to a range of clients in the financial services industry.

The successful candidate will have strong experience and knowledge in account management within the financial services industry and a passion for servicing clients to the best of their ability.

You will be responsible for building and maintaining relationships with all relevant stakeholders, ensuring all aspects of registry are delivered accurately in a compliant and efficient manner.

Key responsibilities include acting as the first point of contact for our clients and investors, assisting with fund transitions and onboarding of new funds, entering and reviewing static data changes, creating and distributing client reports, and escalating issues to manager as identified by client, trustee, and team.

In addition, you will assist with internal projects sporadically when required and promote a diverse and inclusive work environment.

This is a full-time, permanent opportunity based in Sydney CBD.

To be successful in this role, you will need to have excellent interpersonal and communication skills, a hands-on approach to all tasks, and the ability to work autonomously in a high-volume environment.

A minimum of 2 years of work experience within Financial Services is required, preferably with previous experience within a Registry or Transfer Agency role. Tertiary qualifications and advanced Excel skills are highly regarded.

This role offers an estimated salary of AU$90,000 - AU$110,000 per annum, depending on experience, plus additional benefits and opportunities for career growth and development.



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