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:

• A College or University degree and/or some relevant related industry experience is preferred but not essential

• Needs to demonstrate the ability to be a team player.

• Ability to plan and prioritise their day to day workload to meet client deadlines.

• Interpersonal (relationship building, respect, inclusion, problem solving and understanding).

• Customer focused.

• 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

• We hope you’re excited about the role and the opportunity to work with us.

• We value an inclusive workplace and understand flexibility means different things to different people.

• Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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