Client Services Analyst

1 week ago

Melbourne, Australia Anton Murray Consulting Full time

Melbourne- Asset Management- PermanentOur client is a financial services provider supporting clients with home and cross border securities and taxation requirements. They are looking to add a Client Services Analyst to their Melbourne team.

**As a Client Service Analyst, you will**:
**- **Provide Support to the Managing Director.
- Deal with scheduling, daily queries, producing reports, organising calls and monitoring client relationships.
- Maintain regular contact with clients dealing with daily queries, produce reports, organise calls and maintain client relationships.
- Reconcile, compile and produce client reports.
- Maintaining outlook, case listing calendar, scheduling, management reporting, expense reconciliation,
coordinating meetings, events, etc.
- Provide support with research and RFP completion.
- Provide Sales support and provide portal demonstrations to clients and prospects.
- Maintaining and update all APAC procedures, manuals and other internal resources and documentation.
- Onboard new clients and perform KYC checks.

**Requirements and Skills**:

- 5 years + of experience in financial services support and administration.
- Strong numeracy and analytical skills with high attention to detail and accuracy.
- High level Microsoft Excel skills, database and CRM knowledge.

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