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:

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
Flexibility and a willingness to learn and adapt will see you interact closely with other teams and business units. If you have the skills and experience as detailed above, please upload your Resume NOW! Or contact Mariella Fenianos or Jacqueline Chang at Succession Recruitment on Ph. 02 9230 0665.

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