Strategic Asset Services Lead

3 weeks ago

Melbourne, Victoria, Australia Anton Murray Consulting Full time

Melbourne

Investment Banking and Financial Services

A 9 – 12-month contract opportunity is available for a Strategic Asset Services Lead in the Melbourne office of a global financial institution.

Job Description

The Strategic Asset Services Lead will play a key role in supporting all aspects of managing the administrative and relationship needs of the institution's trust clients. You will respond to institutional client inquiries and coordinate client activities, identifying opportunities for expanding business relationships through additional products or services.

This involves acting as a key consultant to clients, assisting in the formulation of best practices, redesign of processes, evaluation and implementation of Trust and Custody services through creative ideas and problem-solving.

  • Ensuring overall client satisfaction by facilitating efforts of the service team, coordinating resources to ensure timely deliverables and issue resolution, and effectively communicating client concerns/needs to partners.
  • Developing a complete understanding of the client's business, objectives, goals, and market challenges.
  • Assisting Relationship Managers in counselling clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on the client's activities and banking services.
  • Participating in the development of solutions to client needs, coordinating presentations, bringing in experts when appropriate, and ensuring smooth delivery of new services.
  • Managing and enhancing client profitability.
  • Traveling to client locations on a selected basis where revenue and/or new business opportunities and/or servicing require a call.
Requirements
  • Must have direct experience in an asset servicing environment.
  • Proven experience working in financial servicing/accounting fields, with a client servicing background.
  • Strong communication skills (both written and verbal).
  • Demonstrated organisational and time management skills.
  • Strong attention to detail and problem-solving capability.
  • Ability to understand legal documentation (such as SLA) & provide recommendations.
  • Proficiency in Microsoft Word, PowerPoint, and Excel.
  • Understanding of reconciliation processes.
  • Understanding of institutional payment processes.

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