Client Services Administrator
2 days ago
TCorp provides best-in-class investment management, financial management, solutions and advice to the New South Wales (NSW) public sector. With A$107 billion of assets under management, TCorp is a top 10 Australian investment manager and is the central borrowing authority of the state of NSW, with a balance sheet of A$133 billion. It is rated Aaa (Stable) by Moody’s, AAA (Stable) by Fitch, and AA+ (Stable) by S&P.
Our Client Relationships Division develops and maintains broad and robust relationships with our clients and key government sector stakeholders, working across TCorp to drive quality outcomes, continuous improvement, market share and growth.
The TCorp Client Services Administrator will work within the Client Relationships Division in our General Government team. Reporting to the Client Services Manager, the Administrator will be responsible for providing a professional client experience that delivers quality outcomes and provides value to our clients and the state of New South Wales.
The role will also support TCorp Client Relationship Managers and our internal Marketing team through ensuring that Client Relationship Management (CRM) data integrity is maintained, assisting with the running of online events and workshops, and the generation of transaction information for reporting.
The key areas of accountability for the Administrator include:
- Administrative support to the Client Relationships team and clients, including account opening/closing, client portal and website queries, presentations and diary management.
- Support the Marketing team in the creation of distribution lists for client communications, backup support for event webcast technology, coordination of client workshops/education sessions.
- Deliverables outlined in the Client Services Calendar.
- Support the TCorp’s risk management framework and work with the Client Relationship Managers to report any incidences on the relevant system.
- Contribute to as well as maintain procedures and processes for the Client Relationships team.
- Facilitate the Client Guarantees and Co-Op loans programs.
- Participate in ad hoc projects as required.
Critical to the Client Services Administrator role will be strong written and verbal communication skills, an ability to develop reports from a database, strong problem solving, planning and analytical skills, and a client-service orientated attitude with the confidence to speak with clients, business owners, and stakeholders. An understanding of the banking and financial services industry, including compliance requirements and regulation changes, will also be highly regarded as will a strong understanding of investment, deposit and lending products.
To succeed in this role, you will have a tertiary qualification in Business, Finance or similar, with relevant work experience in a client service/client relationship role, working knowledge of Treasury and Investment Management products and experience in managing and enhancing Client Relationship Management (CRM) databases.
At TCorp we actively collaborate with our stakeholders to achieve the best outcomes for our clients and the state of NSW. We aim to build an inclusive culture so we can benefit from each employee’s unique perspective and contribution. We also understand the importance of flexible working and we support our people to balance their commitments and thrive both professionally and personally.
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