Client Services

2 weeks ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- Ancillary Areas, Wealth Management- PermanentThis role would suit someone with at least one year’s client services experience in an assistant adviser, desk assistant, client services or an equities support environment, seeking to get into a client-facing, Account Management role.

Account Managers are accountable for the ongoing relationships with, and provision of exceptional client service to, the advisers and support personnel of each of these clients.

Account Managers are also responsible for maintaining good working relationships with each of their internal partners, including IT, Onboarding and Data Services.

**Responsibilities**:

- Develop a deep understanding of assigned clients including but not limited to business strategy and model, trading patterns, key clients and their requirements.
- Develop strong relationships with advisers and key personnel.
- In conjunction with the Snr Account Manager / Business Head, meet with clients from time to time including social functions.
- Performance of regular client calls/visits including publishing written agendas, post meeting minutes and outstanding action items, regular reporting of progress and follow up actions
- Work closely with the AM and Product Team to ensure seamless adoption of new clients
- Client training as required
- Take ownership of all aspects of risk associated with the client, including unmatched and failed trades, service issues with regulatory/compliance implications.

**Requirements**:

- Impeccable communication and presentation skills
- Minimum of one year’s experience within a broker environment with client interaction
- Strong equity markets System’s knowledge, CHESS, IRESS etc
- A strong knowledge of the Australian stockbroking industry

  • Client Service Manager

    4 days ago

    Sydney, New South Wales, Australia Killara Services Full time $90,000 - $120,000 per year

    WE STRIVE TO ACHIEVE THE HIGHEST STANDARDS ACROSS SAFETY, QUALITY AND ENVIRONMENTAs a member of the of the Killara Services team, you will have the opportunity to work with a supportive and friendly group of professionals who take pride in their work.We are a leading provider of facility services, committed to provider better experiences and better outcomes...

  • Client Services Specialist

    4 weeks ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...

  • Client Services Specialist

    3 weeks ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...

  • Client Service Manager

    2 weeks ago

    Sydney, Australia CGL - Retail Services Full time

    **Company Description** CGL - Retail Services** is the retail marketing division of the **Clemenger Group**. With our two market-leading brands, **Creative Activation** and **Clemenger Field Marketing**, we offer unparalleled Sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping and...

  • Client Services Administrator

    3 days ago

    Sydney, New South Wales, Australia Fiducian Services Pty Ltd Full time $60,000 - $80,000 per year

    Are you a detail-oriented and highly organised professional? Do you thrive in a fast-paced environment and possess exceptional communication skills? If so, we have an exciting opportunity for you to join our team as a Client Services Administrator (Platform Services).About the RoleIn this role, you will be responsible for efficiently processing and...

  • Client Services Administrator

    4 days ago

    Sydney CBD, New South Wales, Australia Fiducian Financial Services Full time $60,000 - $90,000 per year

    Are you a detail-oriented and highly organised professional? Do you thrive in a fast-paced environment and possess exceptional communication skills? If so, we have an exciting opportunity for you to join our team as a Client Services Administrator. About the Role In this role, you will be responsible for efficiently processing and completing all...

  • Client Service Executive

    2 weeks ago

    Sydney, Australia Clemenger Group Ltd Retail Services Full time

    **Creative Activation** is a leading provider of outsourced sales/merchandising teams and mystery shopping campaigns in Australia & New Zealand. We pride ourselves on delivering outstanding performance for our partners by developing passionate people that are ready to work in the evolving retail environment. **About the Role** We are on the lookout for our...

  • Client Service Admin Assistant

    1 week ago

    Sydney, Australia CGL - Retail Services Full time

    **About Us** **CGL - Retail Services** is the retail marketing division of the Clemenger Group. With our two market-leading brands, **Creative Activation** and **Clemenger Field Marketing**, we offer unparalleled Sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping and auditing. **Creative...

  • ▷ High Salary! Client Services Specialist

    2 weeks ago

    Sydney, Australia UBS Financial Services Full time

    Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs? We’re looking for an ETD & PB Client Middle Office (CMO) Specialist to: 1. Provide excellent client service to ETD (Exchange Traded Derivatives) and Prime Brokerage (PB) clients by monitoring,...

  • Client Service Manager

    1 week ago

    Sydney, Australia CGL - Retail Services Full time

    **Company Description** CGL - Retail Services** is the retail marketing division of the **Clemenger Group**. With our two market-leading brands, **Creative Activation** and **Clemenger Field Marketing**, we offer unparalleled Sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping and...