Plans Associate

Location: Melbourne, Australia (Hybrid)

In this position, you'll be based in the Yarra Falls office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at   

We give you a world of potential

We have an exciting opportunity for a Client Service Associate to join us on a permanent basis – working in our Plan Managers division within Computershare responsible for providing administrative services, project management and plan design to Plan Manager Clients and their individual employee share plan holders.

Why is this role exciting? Well, there are a few things that make this role stand out:

• You will work with some of our biggest ASX listed clients
• You will join a great supportive team, who will support you along the way
• You will join us in an exciting time of growth as we move our clients onto a new platform

A role you will love

Working with a supportive manager and an experienced team, this role will be a great way to learn more about the financial services industry, as well as give you the ability to gain exposure to great opportunities for career growth and development.  

Reporting to a Team Leader, the Client Services Associate is a specialist role responsible for the day-to-day delivery of high quality service to clients and the respective client's employee plan participants.

You will work closely with the Team Leader and internal stakeholders to ensure all functions and activity of their client accounts are anticipated, actioned and when required, reviewed in order to meet strict deadlines. 

Some other key responsibilities:

• Management of Client Account and day to day operations of Client's Employee Share Plans 
• Generation and provision of Employee Share Plan and Regulatory reports to clients
• Writing and maintaining of internal system documentation and procedures
• Responding to employee share plan participant and client email enquiries
• Maintaining employee information held in internal systems and databases
• Maintenance of internal timetables for all clients in terms (as they relate to dividends, ad hoc payments, offers and statements)
• Preparation of Allocations and processing of Vesting related items that fall around these tasks

What will you bring to the role?   

We are looking for someone who is a great communicator, able to balance conflicting priorities and someone who is a whizz with excel. Having a data entry background or similar and the ability to compete complex processing using self-discovery, is essential to success within this role.

Other key skills required for the role include: 

• Ability to manage changing priorities and strong time management skills
• A high level of attention to detail
• Ability to work both independently and within a team
• High level of initiative, flexibility and problem-solving skills
• Strong PC skills with a high level of familiarity with MS Office products
• Possess and display a positive, enthusiastic attitude & strong work ethic

Knowledge of Employee Share Plans and the financial services will be highly regarded.

Rewards designed for you   

Employee Share Plan. Set aside salary to purchase shares in our company and you'll increase your investment when you receive a generous company contribution towards additional shares.

Health and Wellbeing. Our health and wellbeing rewards can be tailored to support you and your family.

Save for Your Future. We will support you along your retirement savings journey.

Paid time away from work. Our employees enjoy a competitive paid time off package, including a day each year to volunteer time for a good cause that is important to you.

Employee Discounts. We've partnered with other organisations to offer you extra savings. Enjoy discounts with banks, car manufacturers, on flights, accommodation and days out as well as with many big brand shops.

Extra Rewards. From tuition reimbursement to cash bonus recruitment referral programs, our comprehensive benefits package offers a multitude of options.