Client Solutions Account Representative

Summary about this job

Detail information about job Client Solutions Account Representative. Terms and conditions vacancy

• Fast-growing, ASX-listed financial services company
• Genuine career opportunity
• Based Abbotsford, Melbourne

The company
OneVue Financial Services is a fast growing ASX-listed financial services company making its mark in online investment management and administration solutions for the intermediated, self-managed super fund, self-directed and unit registry sectors.

With offices in Sydney, Melbourne, Albury and Hobart, they are the largest outsourced fund administration Company in Australia. Their client list is impressive, spanning everything from global Custodians, Fund Managers, Financial Advice groups to individual investors; their solutions are varied and offer a variety of work and challenges.

With recent growth, and as the industry recognises the next ‘big player’, some great career opportunities are available for anyone wanting to be part of the future of financial services.

The role
The primary focus for this position is to work with the Key Account Leader in completing the day to day Client queries within our Customer Service Team. There is direct contact with our customers via our Call Centre and Workflow system, and responsibility for managing allocated client mailboxes, processing requests and responding to enquiries.

Your key responsibilities will be:

• Day to day client queries and escalation resolution
• Receiving and Completing Client calls
• Resolution of queries/escalations in-line with agreed timeframes (Internal and External).
• Direct Contact with Fund Managers, Investors and Advisors
• Monitor Client Mailbox and Workflow Systems
• Provide a Superior Service to Customers
• Liaise with Advisors and clients to fulfil service and processing requests within SLA’s

About You
Apart from the usual well-developed verbal and written communication skills, good time management skills, attention to detail, problem solving skills and the ability to work in a team, you’ll also need to demonstrate:

• Experience in Operations/Client Service Areas within Funds Management with a portfolio of clients
• Knowledge and experience with AML/KYC
• Ability to work effectively in a broader team
• Investor /Adviser query resolution experience
• Proven ability to Manage Client Requests and drive to agreed outcomes
• Previous experience in working with offshore teams would be an advantage
• Energy, tenacity, client focus and resilience, along with excellent communication and interpersonal skills will seal the deal!

What’s in it for you
A competitive salary is on offer, along with a genuine career opportunity working with passionate, intelligent high-achievers in a company that is going places fast.

How to apply
Apply here by submitting your resume and a covering letter summarising your experience and outlining why you are interested in the role. Applications that include a cover letter will be prioritised.
Please note only people with the right to work permanently in Australia will be considered.