Client Service Professional

4 days ago

Melbourne, Victoria, Australia beBeeCareer Full time $82,000 - $107,000

Job Description:

We are seeking a skilled and experienced Employee Share Plans professional to join our team. The successful candidate will be responsible for providing high-quality service to clients and their employee plan participants.

The role involves managing client accounts, generating and providing reports, writing and maintaining internal system documentation, and maintaining employee information in internal systems and databases.

As a key member of our team, you will work closely with the Team Leader and internal stakeholders to ensure all functions and activities of client accounts are anticipated, actioned, and reviewed to meet strict deadlines.

Key Responsibilities:

  • Management of Client Account and day-to-day operations of Client's Employee Share Plans
  • Generation and provision of Employee Share Plan and Regulatory reports to clients
  • Writing and maintaining of internal system documentation and procedures
  • Maintaining employee information held in internal systems and databases
  • Maintenance of internal timetables for all clients in terms (as they relate to dividends, ad hoc payments, offers and statements)
  • Preparation of Allocations and processing of Vesting related items that fall around these tasks

Required Skills and Qualifications:

To succeed in this role, you will need:

  • A great communicator with strong written and verbal skills
  • Ability to balance conflicting priorities and manage changing deadlines
  • A high level of attention to detail and analytical skills
  • Ability to work both independently and as part of a team
  • High level of initiative, flexibility, and problem-solving skills
  • Strong PC skills with a high level of familiarity with MS Office products
  • Possess and display a positive, enthusiastic attitude and strong work ethic

Benefits:

  • Flexible working arrangements to support your work-life balance
  • Health and wellbeing rewards tailored to your needs
  • Opportunity to invest in our business through share purchases and company contributions
  • Extra rewards including recognition awards, team get-togethers, and career development opportunities

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