Client Relationship Specialist

3 days ago


Sydney, New South Wales, Australia Equity Trustees Ltd Full time
Company Overview

Equity Trustees Ltd was established in 1888 and is now one of Australia's leading specialist trustee companies. We help our clients manage their wealth, providing them with a secure and stable financial future.

We are committed to delivering exceptional service to our clients, ensuring they feel valued and cared for. Our team is passionate about helping our clients achieve their goals, and we take pride in our work.

About the Role

As a Relationship Associate at Equity Trustees, you will play a vital role in supporting our clients and relationships teams. You will be responsible for providing administrative support, ensuring positive client experiences, and resolving any issues that may arise.

You will work closely with our relationship managers to ensure seamless communication and coordination between teams. Your strong organizational skills and attention to detail will enable you to prioritize tasks effectively and manage your workload efficiently.

Key Responsibilities

* Provide administrative support to relationship managers, including preparing submissions and reports
* Resolve client and service provider issues, escalating when necessary
* Assist in fund transition, termination, and accounts receivable processes
* Prepare submissions for internal committees and act as a delegate as needed

Required Skills and Qualifications

To succeed in this role, you will need:

* Tertiary qualification in Business, Finance, or equivalent
* Basic knowledge of the financial services industry
* Strong understanding of complex and growing organization matters
* Ability to manage and prioritize workload and support company growth

What We Offer

At Equity Trustees, we offer a warm, open, and supportive culture, an attractive remuneration package, and a range of benefits to support your well-being and career development.

We believe in investing in our people and providing opportunities for growth and advancement. If you are passionate about delivering exceptional service and want to make a real impact in the financial services industry, we encourage you to apply for this exciting opportunity.

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