Fund Services Specialist

6 days ago

Sydney, New South Wales, Australia beBeeFundServices Full time $100,000 - $150,000
Job Title: Fund Services Specialist

We are seeking a highly motivated and organized professional to play a crucial part in supporting our Securities Services business, working on key projects with high-profile clients.

This is an exceptional opportunity for someone who wants to elevate their career to the next level, taking ownership of issues and managing them with the assistance of internal teams.

  • Key Responsibilities:
  • Establish schedule of service reviews with delivery partners and conduct/run service reviews, incorporating service metrics and client reporting.
  • Create and maintain Paths to Green for service functions operating below client expectations.
  • Facilitate regular communication across all internal teams to support consistent service delivery through virtual team meetings.
  • Build rapport with clients to facilitate joint tactical planning for client and firm-driven initiatives.
  • Take a lead role in all service delivery initiatives.
  • Be conversant in each product provided to clients from our firm, focusing on the superannuation funds segment.
  • Understand how clients interact with and impact each product group, leveraging this knowledge to facilitate timely problem resolution between client and internal Operations teams.
  • Act as subject matter expert in one or more product areas, proactively seeking to understand internal, client, or industry changes associated with their subject matter areas and driving that information for the benefit of the team.
  • Manage internal virtual service teams involved in service delivery activities for clients.

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