Account Opening | Client Service | Stockbroker
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1-2 years' work experience gained from within a funds management/ custody/ Stockbroking environment? Join this top-name Stockbroker with high growth!
Summary about this job
Stockbroking & Trading
Company: Succession Recruitment
Location: Sydney
Work type: Full Time
Salary: $55 - 60,000 per annum
Phone: +61-2-9651-8727
Fax: +61-7-1040-1508
E-mail: n\a
Site: n\a
Detail information about job Account Opening | Client Service | Stockbroker. Terms and conditions vacancy
This Stockbroker/Funds Management Company has a reputation as being a leader in their field and continues to grow from strength to strength. As a result of this continued strong growth they have an immediate need for an Account Opening and Client Services Officer with a passion for financial markets and a desire to build a career within operations.Duties and responsibilities will include but not be limited to:
- Setting up, opening and maintenance of new trading accounts and Cash Management Accounts
- Accessing dividend information from the ASX and registry systems
- Providing excellent Client Service and correspond with clients and internal stakeholders
- Processing applications, redemptions, transfers and switch requests
- Assisting in mail-out processes and quarterly reporting
- Assisting in reviewing and updating call centre scripts
The successful candidate will possess:
- Tertiary qualifications, preferably in Finance
- Excellent Microsoft and excel skills along with the aptitude to learn new systems
- Excellent written and verbal communication skills
- Corporate presentation
- Client service focus and good attention to detail
- Excellent time management skills
- A genuine interest in a career in financial services
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