CLIENT SERVICE REPRESENTATIVE - CUSTODY
The key responsibilities of the role include:
• To act as the primary point of contact for all custody related queries from the client, trustee or fund administrator.
• Responsible for maintaining and enhancing service provided to the client, trustee and fund administrator.
• Ownership and resolution of all client, trustee and fund administrator queries.
• Oversight of the Service Level Agreement.
• Participates in Custody Transitions (new business)
• Maintain and monitor all client data and standing instructions.
• Preparation of client tax and proxy voting documentation.
• Responsible for opening and closing client custody accounts.
• Coordinates sub-account openings.
• Responsible for reviewing client custody fee invoices for approval and ensuring timely settlement.
Skills/ Qualifications:
The successful candidate will benefit from having:
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A College or University degree and/or some relevant related industry experience is preferred but not essential
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Needs to demonstrate the ability to be a team player.
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Ability to plan and prioritise their day to day workload to meet client deadlines.
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Interpersonal (relationship building, respect, inclusion, problem solving and understanding).
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Customer focused.
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Communication (listening skills, oral communication skills, information sharing and written communication skills).
Working with Us:
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. In return, we will support you with your personal and career goals in a number of ways:
Financial – Life Assurance, Disability Plan, Pension/ Gratuity, Annual Pay Review
Work Life Balance – Flexible Work Options, Incremental Annual Leave, Community Volunteer Days
Health & Wellbeing – Private Medical Insurance, Active Sports & Social clubs (lunchtime and after-work groups), Employee Assistance Program
Professional Development – Clear Career Path, Education Assistance, Recognition Programme, NT University (wide range of online, virtual & in-house training options) and employee-led Business Resource Councils dedicated to diversity and inclusion initiatives.
And Finally
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We hope you’re excited about the role and the opportunity to work with us.
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We value an inclusive workplace and understand flexibility means different things to different people.
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Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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