Client Service Associate

2 weeks 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

  • Client Service Associate

    2 days ago

    Sydney, Australia HAYS Full time

    Client Service Associate to support the Financial Advisers of the bank with their elite client base **Your new company** This company is a prestigious global bank and wealth manager. The role is within the Wealth Management business, which services individuals, families and institutions investing in both domestic and international markets, including...

  • Client Services Associate

    4 weeks ago

    Sydney, New South Wales, Australia Emanuel Whybourne & Loehr Full time

    Direct message the job poster from Emanuel Whybourne & LoehrOperational support to the Managing Partners and FirmEmanuel Whybourne & Loehr is a boutique wealth manager, with institutional capability. We offer clients the best of both worlds - greater flexibility and customisation than bigger firms due to our nimbleness, whilst retaining the ability to...

  • Client Services Associate

    4 weeks ago

    Sydney, New South Wales, Australia Emanuel Whybourne & Loehr Full time

    Direct message the job poster from Emanuel Whybourne & LoehrOperational support to the Managing Partners and FirmEmanuel Whybourne & Loehr is a boutique wealth manager, with institutional capability. We offer clients the best of both worlds - greater flexibility and customisation than bigger firms due to our nimbleness, whilst retaining the ability to...

  • Client Service Associate

    6 days ago

    Sydney, Australia Lorica Partners Full time

    **Client Service Associate - Flexible, Purposeful Work for the Energised and Organised** - Ready to re-enter the workforce in a role that values people skills, clear thinking, and a proactive mindset? _ We’re looking for a Client Service Associate who brings warmth, reliability, and a touch of hustle. If you’ve worked in a service environment, call...

  • Client Services Associate

    2 weeks ago

    Sydney, Australia CMC Markets Full time

    Client Services Associate If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing....

  • Client Service Associate

    2 days ago

    Sydney, New South Wales, Australia beBeeClientService Full time $80,000 - $120,000

    Job Title: Client Service AssociateAbout the Role:This is a junior position that involves handling customer inquiries and supporting business operations.Key Responsibilities:Deliver exceptional service to customers by collaborating with your manager and colleagues.Maintain in-depth knowledge of the banking industry and market trends in Australia.Have...

  • Client Services Associate

    2 weeks ago

    Sydney, Australia CMC Markets Full time

    Bilingual Client Services Associate (Mandarin and English) If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in...

  • Client Service Associate

    2 weeks ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Asset Management- PermanentThis is a great opportunity to build a long term career in a stable permanent role in a nurturing environment The purpose of this role is to manage and deliver on the day to day administrative requirements applicable to the management of investment schemes, including property funds and bond products. You’ll be focused...

  • Client Services Associate

    4 weeks ago

    Sydney, New South Wales, Australia CMC Markets Full time

    Client Services AssociateIf you also believe that everyone should be able to achieve their financial potential, then you'll love contributing to CMC Markets' company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow...

  • Client Services Associate

    4 weeks ago

    Sydney, New South Wales, Australia CMC Markets Full time

    Client Services AssociateIf you also believe that everyone should be able to achieve their financial potential, then you'll love contributing to CMC Markets' company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow...