Client Experience Coordinator

2 weeks ago

Melbourne, Victoria, Australia beBeeCustomer Full time $90,000 - $120,000
Job Title: Client Service Manager

The primary role of the Client Service Manager is to provide operational support for the Australia Wealth Management business. This encompasses various responsibilities, including client onboarding and offboarding processes.

  • Manage administrative inquiries from clients efficiently.
  • Oversee the client onboarding process, ensuring all account documentation is prepared correctly.
  • Organize and maintain client accounts in compliance with relevant regulations.
  • Handle allocation management for IPOs and corporate actions.
  • Prepare client valuations, asset allocations, and reports as needed.
  • Assist with domestic and international client asset transfers, including cash.
  • Process and monitor stock settlements, following up with clients regarding outstanding funds.
  • Prioritize requests from advisers in a fast-paced environment.
  • Support logistics and planning for client events.
  • Provide translation assistance for marketing materials as required.
  • Develop and maintain strong relationships with internal stakeholders and departments.
  • Participate in cross-training initiatives within the department.
  • Engage in process development projects to enhance operational efficiency.
  • Communicate effectively with clients and financial advisers, recommending solutions and timelines as necessary.

This position requires excellent organizational skills, attention to detail, and effective communication abilities. The ideal candidate will have prior experience working in a similar role and possess excellent interpersonal skills.

Key Qualifications:
  • Strong organizational and time-management skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment.
  • Experience with MSWM systems.
  • Knowledge of AML/CTF and KYC regulations.
  • Attention to detail and ability to multitask.
  • Ability to prioritize tasks and manage multiple deadlines.

We offer a dynamic and supportive work environment that fosters growth and development. If you are a motivated individual looking for a challenging opportunity, please consider applying for this position.

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