Client Service Officer | Investments & Superannuation
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Strong Investments or Superannuation Client Service exp gained from a Platform, Fund Manager or Broker? Join this exciting business!
Summary about this job
Funds Management
Company: Succession Recruitment
Location: Sydney
Work type: Full Time
Salary: $60 - 70,000 per annum
Phone: +61-8-4171-3159
Fax: +61-2-8761-3868
E-mail: n\a
Site: n\a
Detail information about job Client Service Officer | Investments & Superannuation. Terms and conditions vacancy
Our client has exciting plans of becoming one of Australia's leading providers of Investment & Superannuation solutions. They are experiencing substantial growth within their product range.
In this role you will be responsible for providing the highest quality portfolio administration and client service to new and existing clients, Advisers and portfolio owners utilising the administration platform.
Responsibilities:
- Opening and maintenance of client accounts.
- Processing transactions including additional deposits, regular savings plans and withdrawals.
- Communicating with clients and Advisers via inbound and outbound calls/emails.
- Administration for Dealer Groups and Advisers.
- Attending to inbound calls in the Contact Centre.
- Managing an inbox of enquiries from advisers and clients.
- Liaising with and assisting key Advisers - servicing their needs as required.
- Ensuring accuracy in all member level processing and within agreed time frames. Including contributions, redemptions, investment switches etc.
- Ensuring accuracy in all fund level processing and within agreed time frames. Including asset sales and purchases, bank reconciliations and fund transfer requests.
If you have the skills and experience as outlined above, please upload your Resume now or call Mariella Fenianos at Succession Recruitment on Ph. 8123 1142.
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