Client Services Associate

19 hours ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- Asset Management- PermanentThis team has evolved to be very client service focused rather that daily processing, so they are seeking very strong written and verbal communication and client service skills to handle queries from clients.

**Overview**
- Middle Office exists to provide administration activities which support our clients start of day position. This includes trade matching, instructing settlement, managing cash flows, reconciliation and reporting.
- Oversight of offshored teams and day-to-day interaction with clients
- Change implementation including on-boarding new business, changes to existing processes to meet client requirements, self-generated process enhancements and the creation and implementation of new services.
- Regular interaction with Investment Managers, internal stakeholders. Other business interfaces include transitions, fund accounting, performance and compliance, client service management, IT

**Client service delivery**
- Oversight of matching across a range of products, including equities, fixed income securities and foreign exchange, ensuring internal and market deadlines are met and in line with Service Level Agreements.
- Building strong collaborative relationships with clients, brokers and other external third parties

**Qualifications**
- Degree education - preferable commerce and finance.
- Four years plus experience in one or more of the required product areas - Asia Pacific and Global markets experience Ideal

  • Client Services Associate

    2 weeks ago

    Sydney, Australia Lorica Partners Full time

    **Contributing to Lorica Partners Culture**: **Client Services Associate**: The Client Service Associate (CSA) role is part of the team that is responsible for providing a broad range of high-quality services to existing and prospective clients. **This role is ideal for someone who**: - Loves building trusted relationships with clients - Communicates...

  • Client Service Associate

    19 hours 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...

  • Client Services Associate

    2 weeks ago

    Sydney, New South Wales, Australia BoardRoom Group Full time $60,000 - $80,000 per year

    We're Hiring: Client Services Associates – Join Boardroom AustraliaThe BoardRoom Group is a leading provider of corporate services in the Asia-Pacific region, managing over 7,300 clients across Australia, Singapore, Malaysia, Hong Kong, and China.Our services include:Listed & Unlisted Registry ServicesCorporate Secretarial ServicesPayroll ServicesIPO...

  • Client Services Associate, Loan Agency

    1 week ago

    Sydney, Australia Global Loan Agency Services Limited Full time

    Client Services Associate, Loan Agency Client Services Associate, Loan Agency Location: Sydney, Australia **Salary**: Competitive Work Type: Hybrid Working The role of Client Services Associate, Loan Agency GLAS is an international provider of institutional debt administration services, serving lenders, borrowers, issuers, and advisers offering a...

  • Client Services Associate

    3 days 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 Services Associate

    20 hours 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

    19 hours 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

    1 week ago

    Sydney, Australia CMC Markets Full time

    CMC are hiring! We have a permanent opportunity for a Client Services Associate to join our Client Services Stockbroking team, based in our Chatswood, Sydney office. This is an entry level role which could be suited to those looking for a graduate position in financial services or operations. About Us CMC Markets is a global leader in CFD trading and share...

  • Client Services Associate

    5 days ago

    Sydney, Australia Profusion PAC Pty Ltd Full time

    **Job Opportunity: Client Services Associate/Executive** - Exciting growing local firm - Excellent oppurtunity for those looking to break into distribution - Great team culture with a focus on team work. **Client Overview**: Our client is a distinguished Real Estate Fund Manager with an asset portfolio exceeding $1 billion. With teams based in Sydney and...

  • Client Services Associate

    1 week ago

    Sydney, Australia HAYS Full time

    Client Service Associate role for Mandarin speaker **Your new company** The role is within a reputable Wealth Management business, which services individuals, families and institutions investing in both domestic and international markets. **Your new role** - Facilitation of all client queries and adviser requests - Client on-boarding, including...