Client Services Representative

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Working for one of the Leading Financial Services Companies you will have the fantastic opportunity to grow your career in the industry.

Summary about this job

Client Services

Company: Mainstream Group Holdings Limited

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-7-6244-9192

Fax: +61-8-6972-9606

E-mail: n\a

Site:

Detail information about job Client Services Representative. Terms and conditions vacancy

  • A prominent ASX-listed financial services company
  • A company that will offer further development and career opportunities
  • Permanent, full time role with immediate start

About Mainstream

Mainstream Group Holdings Limited (ASX: MAI) provides fund services underpinned by investment in people, processes and technology. We provide administration services to over 700 funds, more than 105,000 investors and assets in excess of AUD $133 billion. Globally we employ more than 220 people, with operations in Australia, Singapore, Hong Kong, United States, Cayman Islands, Ireland, Isle of Man and Malta

About the role

Mainstream Group is offering a fantastic opportunity to a Client Services Representative to join the team. This role will be responsible for overall administering accurate and timely unit registry services to our clients and investors. You will be working in a busy, fast paced team to provide exceptional service and support to all Mainstream Clients on daily operations ensuring all agreements are consistently met.

Key areas of responsibility include:

  • Effectively manage inbound and outbound calls for a portfolio of managed funds
  • First point of contact for investors and financial advisors and Fund Managers
  • Professionally and proactively responding to customer queries or complaints
  • Processing daily, weekly and monthly reconciliations and reporting
  • Conduct checks on all new applications in accordance with AML/CTF requirements
  • Be able to work at a fast pace, high volume environment
  • Working effectively with relevant internal stakeholders
  • Any other ad-hoc responsibilities as required

About You

This is a challenging role in a fast-paced environment that would suit an exceptional communicator who is a proactive problem solver, able to work within strict timeframes and prioritise tasks, with a keen sense of initiative.  To be successful, you will need to be able to operate autonomously and as part of a team, and have a high degree of accuracy and attention to detail.

5 REASONS TO WORK AT MAINSTREAM 

  1. Growing company with lots of opportunity for career progression and further promotion.
  2. Work directly with pre-eminent fund managers and industry leaders.
  3. Well regarded fund administration experts, from end to end.
  4. Central location with regular social events.
  5. Invaluable on-the-job learning and study support.

OUR VALUES 

Our Clients Come First

Get it Right, First Time

Prioritise People

Be Solution Focused

Work as One Team

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