Client Service Associate

2 days ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- Wealth Management- PermanentThe Client Service Associate plays a key role in the successful administration of our client’s equity compensation plans, client projects and corporate actions.

This position requires excellent customer service, communication, and project planning skills as well as a commitment to customer satisfaction.

**Key responsibilities include**:

- Provide excellent customer support to ensure maximum satisfaction and a positive experience for our clients
- Support and maintain stock option, restricted stock and employee share purchase plan data on proprietary and white label platforms
- Project manage and process assigned transactions and events related to employee equity compensation plans, such as Dividends, Purchases, Releases, Vesting’s etc.
- Production of financial and administration reports
- Manage client expectations to ensure maximum satisfaction with products and services
- Resolve client queries and escalate appropriately if needed
- Track open issues and investigate problem situations, escalating as appropriate
- Resolution of errors reported by system monitoring tools, implementing tactical and strategical controls to reduce business risk

**Seeking**:

- 1+ years experience in equity markets client services role.
- Share plan / share registry experience held highly
- Interest in and/or experience with equity compensation and share plans
- Fluency in oral and written English is required along with well-developed interpersonal communication skills
- Strong analytical, critical thinking and problem-solving skills
- Accuracy, attention to detail and solutions orientation
- Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
- Demonstrated competency with common office technology and intermediate to advanced proficiency with Excel

  • Client Service Associate

    2 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...

  • 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

    4 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

    2 days 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 days 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

    2 weeks 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

    6 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

    2 weeks 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...

  • Client Services Associate

    6 days ago

    Sydney, Australia Marsh Full time

    **What can you expect?** This Client Services Associate role is responsible for managing a portfolio of Group Life Clients, in regards to claims and underwriting case management, including general employee policy enquiries within Mercer Marsh Benefits. The key to this role is to provide market leading service and policy management in a manner that promotes...

  • Experienced Client Service Associate

    2 days ago

    Sydney, Australia Port Jackson Family Office Full time

    **Port Jackson Family Office** PJFO is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a diverse range of investment opportunities and personalised management of financial affairs. **Experienced Client Service Associate** An opportunity has arisen for a...