Client Services
3 days ago
Sydney- Asset Management- Contract or TemporaryOur client is a leading global fund services business seeking a **Client Reporting Analyst** on a **12-month contract **to provide support services to the client service and Relationship Management team.
The purpose of the position is to support the business in the achievement of its business objectives by providing support services to the Client Services and Relationship Management teams who are responsible for the leadership of overall client and business interaction and ownership of all key client relationships.
Thus role has responsibility for provision of client support across the CSM and RM teams and all clients. Support will be primarily in the form of fixed periodic tasks, project work for the team and technical assistance on key ‘business as usual’ functions.
**K**ey responsibilities**:
- Management of production of client KPI reporting - Generation of report cards on a monthly / quarterly basis (depending on client requirements) using MS Power Point and MS Excel (VBA / Macros & formulas) whilst adhering to agreed client SLA delivery timeframes
- Client communication and compliance/ risk tasks
- Maintenance of Governance Framework, Maintenance of compliance and risk frameworks for the Client Development Team and ensure close out of any Compliance or Risk remediation items
- MIS reporting / SLA delivery reports
- Project Management
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Account Manager
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Client Service Manager
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Client Services Officer
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Client Service Manager
6 days ago
Sydney, Australia Clemenger Group Ltd Retail Services Full timeWe are looking for an experienced Account Executive or Sales Executive who is wanting to take the next step in their career into Account Management. Managing multiple portfolios, this role is responsible for maintaining stakeholder relationships and field operations whilst focusing on growth of the accounts. This is an amazing opportunity that will provide...
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Sydney, Australia Mainstream Fund Services Inc Full timeLeading global fund administator - Customer service centric role relating to investments - Great CBD location **About our Company** The Apex Group is a global financial services provider with 5,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard...
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Esg Client Service Specialist
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Client Service Executive
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Marketing & Client Service Assistant
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Sydney, New South Wales, Australia Accounting and Adviser Services Pty Ltd Full time $60,000 - $90,000 per yearWe're a fast-growing SMSF &Portfolio Administration businessin Sydney CBD, looking for someone with strong administrative, organisational, client service, and marketing skills to join our team.In this role, you'll work closely with the CEO and our team to make a real impact by:· Managing key relationships with advisers, accountants and...
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Client Services
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Client Advisor
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