Client Services Representative

4 days ago

Sydney, Australia Harbridge Partners Limited Full time

Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes including:
Operability of Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions. Margin calculations; Commission structure, interest and fee.

Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures.

Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse) preferred but not essential. In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed income preferred but not essential. Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies preferred but not essential. **Registrations: FINRA Series 7, 63 or ability to obtain licenses.**

Applicants with rights to work in Australia are welcomed

Multi-language skills a plus.

Company Benefits & Perks Competitive Salary, annual performance-based bonus and stock grant Excellent health and welfare benefits including medical, dental, specialist and in-patient

Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios.

**Job Types**: Full-time, Permanent

**Salary**: $50,000.00 - $85,000.00 per year

**Benefits**:

- Dental insurance
- Health insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Sydney, NSW: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Inbound call centre: 1 year (preferred)
- Outbound call centre: 1 year (preferred)
- Customer service: 1 year (preferred)

Work Authorisation:

- Australia (preferred)

Work Location: In person
- Health insurance

  • Client Service Representative

    2 weeks ago

    Sydney, New South Wales, Australia Private Advertiser Full time $45,000 - $65,000 per year

    Are you currently in a busy customer facing role requiring administrative skills, or in a retail/hospitality role?   Do you enjoy delivering a wide range of services in a busy environment and working in a small team?About UsWorkspace365is looking for a Client Service Representative for our Sydney location.BenefitsRight near public transport...

  • Representative, Client Service

    4 days ago

    Sydney, Australia The Bank of New York Mellon Corporation Full time

    Responds to straightforward client questions on BNY Mellon product features and provides more advanced technical assistance. Investigates errors in client accounts and statements. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures. - Reviews daily open items to ensure proper follow-up and...

  • Client Services Representative

    3 days ago

    Sydney, Australia Partale Full time

    Dynamic and customer focused brokerage business - High energy and collaborative culture with unrivalled opportunities for career development - Location: Lower North Shore - Opportunity to have your hard work recognised and develop a firm career pathway OUR CLIENTS COMPANY Our client's success comes from our vibrant, positive and highly skilled team. We are...

  • Client Services Representative

    4 days ago

    Sydney, Australia Challenger Full time

    Challenger Limited is an ASX-listed investment management firm managing $127 billion in assets (as at 30 June 2024). Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement._ - We achieve this goal by providing a work environment where people from...

  • Intermediate Representative, Client Service

    3 days ago

    Sydney, Australia The Bank of New York Mellon Corporation Full time

    Provides quality support to clients with moderately complex transactions and processes on a daily basis. - Responds to straightforward client questions on BNY Mellon product features and provides more advanced technical assistance. - Investigates errors in client accounts and statements. Routes issues that cannot be addressed at point of contact to...

  • Client Support Representative

    6 days ago

    Sydney, Australia Kaplan Australia Full time

    **Telephone-based customer service role**: - **26 days' annual leave, including 1 for your birthday**: - **Work flexibly - work from home and from office each week**: - **Permanent Full-time and Part time options available** **Role** We are looking for a Customer Service representative who will provide support and training to banking clients and student...

  • Sydney - Client Relationship Service Representative

    3 days ago

    Sydney, Australia Percepta International Full time

    Sydney - Client Relationship Service Representative AU-NSW-Sydney **Description**:** Summary** The **Client Relationship Service Representative** provides full Omni-Channel concern resolution support to luxury car brand customers. From initial inquiry or concern through to close; the representative will liaise and coordinate with the dealer/retailer, field...

  • Client Success Representative

    6 days ago

    Sydney, Australia Enfusion Full time

    Enfusion is a pioneer in developing innovative, native cloud investment management software, analytics, and managed services for asset managers and hedge funds around the globe. We underpin the investment operations of fund managers from our global offices spanning four continents. Our unique, seamless, SaaS-based platform is reshaping the global investment...

  • Client Services

    4 days ago

    Sydney, New South Wales, Australia woolcottst Full time $70,000 - $135,000 per year

    Client Services & Sales Representative – Luxury Apparel | Sydney CBD$70–$80k Base + Uncapped Commissions | OTE $120k–$135k+Turn Conversations Into Premium Appointments with Sydney's Leading Custom TailorWoolcott St is Sydney's leading custom menswear brand — crafting bespoke suits, shirts, and wardrobes for top professionals across real estate, law,...

  • Client Services Representative

    4 days ago

    Sydney, Australia HAYS Full time

    **Your new company** A unique opportunity to work for highly respected national organisation.. **Your new role** - Use case management systems with a high level of attention to detail and accuracy to maintain accurate records. - Respond to written, in person and phone enquiries with a strong client service focus. - Provide high quality and consistent...