Superannuation Fund Expert

3 days ago

Sydney, New South Wales, Australia beBeeFundOperation Full time $120,000 - $160,000

Unlock the Power of Fund Operations

Job Overview

This role is at the heart of managing relationships between clients and our organization, ensuring efficient service delivery through collaboration with various functional areas locally and globally.

Main Responsibilities
  • Establish and conduct service reviews with delivery partners, incorporating service metrics and client reporting.
  • Follow up on service delivery issues identified during reviews.
  • Create and maintain "Paths to Green" for service functions below client expectations.
  • Facilitate communication across internal teams to support consistent service delivery.
  • Build rapport with clients for joint planning of initiatives.
  • Lead service delivery initiatives.
  • Gather knowledge about J.P. Morgan products, focusing on superannuation funds.
  • Understand client interactions and impact on product groups to facilitate problem resolution.
  • Act as a subject matter expert in product areas, staying informed about industry and internal changes.
  • Manage internal virtual service teams involved in client service activities.
Key Qualifications
  • Minimum of 5 years relevant experience in financial services.
  • Relevant qualifications or industry-recognized training (CPA, ACCA, SIA, AFSA).
  • Experience and interest in global financial markets and complex superannuation funds.
  • Knowledge of investment administration products and services.
  • Proven ability to build and leverage client relationships.
  • Adaptability to change and support for business transformation.
  • Leadership and influencing skills.
About Us

We are a global leader in financial services, committed to building trusted partnerships.

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