Plans Associate

Job Description

Location: Yarra Falls, Melbourne (Hybrid)

In this position, you'll be based in Yarra Falls Melbourne 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 two exciting opportunities for Client Service Associate to join us based in our Yarra Falls office. 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 Team Leader 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 Service Delivery Team Leader, the Client Services Associate is a role responsible for the day-to-day delivery of high-quality service to their clients and the respective client's employee plan participants.

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

These functions include responding to internal and external stakeholder enquiries, maintenance of the employee register, generating reports, processing sales & transfers, and involvement in dividend and sale replacement payment transactions.

Some key responsibilities:

• Oversee event management by managing the Scope and Discovery process, executing events within established timeframes, analyzing and escalating risks, and coordinating with departments to ensure timely delivery of all activities
• Address inquiries promptly and maintain client-specific knowledge for excellent customer service
• Identify and propose improvement ideas for business growth, including efficiency enhancements
• Generation and provision of Employee Share Plan and Regulatory reports
• Responding to complex employee share plan participant and client email enquiries
• Maintaining employee information held in internal systems and databases
• Preparation of share transfers, sales, replacement payments and legal notings

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 technology savvy.

Other key skills required for the role include:

• Strong PC skills with a high level of familiarity with MS Office products - specifically MS Excel
• 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 has problem solving skills
• 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

Flexible work to help you find the best balance between work and lifestyle.

Health and wellbeing rewards that can be tailored to support you and your family.

Invest in our business by setting aside salary to purchase shares in our company, and you'll receive a company contribution as well.

Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future.

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit

#LI-Hybrid

About Us

A company to be proud of

We're a global leader in financial administration with over 12,000 employees across more than 22 different countries. At Computershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.

Fairness and culture

We're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit for further information.

About the Team

We're a leading provider of employee share plans. We partner with many of the world's biggest brands to offer their employees the chance to invest in the future of their company and help them to manage these investments day to day. With over 35 years of experience and expertise, we're an industry leader. Every member of our team plays an important role in bringing to life employee share plans, providing innovative solutions and assisting our clients with their complex regulatory requirements.

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