Client Service Associate

5 days ago

Sydney, Australia Certane Full time

**Client Services Associate
- Corporate Trust**

**About the business**

With $40 billion in assets under trusteeship we provide technology-enabled financial services to our partners and clients. We use our deep industry expertise to build modern financial technology and infrastructure, delivering greater transparency, efficiency, governance and customer outcomes.

Our Corporate Trust division sits within our Certane business and is a respected provider of corporate trust services to the financial services industry in Australia.

As a corporate trustee or custodian we are the legal owner of, or hold security over, assets and financial instruments on behalf of our clients as well as providing administration and agency services.

**The Role**

The position of Client Service Associate is to be accountable and responsible for the management of the day-to-day administration of a portfolio of clients and ensure Certane's internal and external obligations are discharged. Some of the tasks involved include:

- Maintaining client and service provider relationships.
- Provide dedicated support to Relationship Manager(s) in an effort to build and maintain relationships with the business institutional prospects, investment consultants, and existing clients.
- Assist the Relationship Manager and Client Service Manager in servicing the book of custody and trustee clients and be the primary point of contact for operational and administrative matters.
- Resolve on a timely basis all client problems/queries to ensure best-in-class customer service. For high demand clients, know the client’s drivers that may be impacting service deliverables.
- Understand transaction documents so clients can be serviced and obligations are complied with. Ensuring clients are meeting their obligations under the transaction documents
- Ensure Certane’s operating system is updated to reflect all relevant client dealings and obligations and incidents are captured in the compliance management system in a timely manner.
- Ensure day-to-day administration processes and core deliverables within the Client Service team are met.
- Maintain high levels of quality and compliance, understanding policies, procedures and Certane's administration of your clients.
- Review, negotiate and approve documentation in relation to assets and asset related requests

**Requirements**:
**Skills and experience**
- 3 years’ experience in similar roles in the finance industry (trustee industry preferred)
- Trade Settlements experience highly regarded
- Ability to work effectively as a team member and independently,
- Ability to manage multiple priorities under pressure, trouble-shoot, and to meet short
- and long-term deadlines
- Excellent written and verbal communication skills
- Understanding of the role of a trustee/custodian and the finance industry
- Ability to understand and negotiate (where applicable) legal, contractual documents
- Track record of performance in a busy, commercial, competitive environment
- Excellent critical and creative thinking and analytical skills
- Ability to understand contractual documents and interpret associated obligations

**Benefits**

**Benefits and perks**

You will have the opportunity to work in a professional, supportive and friendly work environment.

If this ticks your boxes we want to hear from you

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