At a Glance
- Tasks: Support institutional clients and manage their administrative needs while enhancing business relationships.
- Company: Global financial institution with a focus on client service excellence.
- Benefits: 10-month contract with competitive pay and valuable industry experience.
- Other info: Opportunity for professional growth and networking in Melbourne's financial hub.
- Why this job: Join a dynamic team and make a real impact in the financial services sector.
- Qualifications: Experience in asset servicing and strong communication skills required.
The predicted salary is between 82800 - 101200 $ per year.
Our client is a global financial institution seeking an experienced custody Client Services Manager – Asset Services on a 10-month contract in their Melbourne Office.
Scope of Work: The Client Services Manager will play a key role in supporting all aspects of managing the administrative and relationship needs of the firm's institutional trust clients. You will respond to institutional client enquiries and coordinate client activities. This involves identifying opportunities for expanding business relationships through additional products or services and you will act as key consultant to clients.
Key Responsibilities:
- Acts as key consultant to clients, assisting in formulation of best practices, redesign of processes, evaluation and implementation of Trust and Custody services through creative ideas and problem solving.
- Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely deliverables and issue resolution, and effectively communicating client concerns/needs to partners.
- Develop complete understanding of client's business, objectives, goals, and market challenges.
- Assists Relationship Managers in counselling clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on client's activities and banking services.
- Participates in development of solutions to client needs, coordinate presentations, bringing in experts when appropriate, and ensuring smooth delivery of new services.
- Manages and enhances client profitability.
- Travel to client locations on a selected basis where revenue and/or new business opportunities and/or servicing require a call.
Required Experience:
- Must have direct experience in asset servicing environment.
- Proven experience working in financial servicing/accounting fields, with a client servicing background.
- Strong communication skills (both written and verbal).
- Demonstrated organisational and time management skills.
- Strong attention to detail and problem-solving capability.
- Ability to understand legal documentation (such as SLA) & provide recommendations.
- Proficiency in Microsoft Word, PowerPoint and Excel.
- Understanding of reconciliation processes.
- Understanding of institutional payment processes.
To be considered for this role, you must hold Australian PR or citizenship and be located in Melbourne.
Client Service Manager in Melbourne employer: Alex Gatfield
Join a leading global financial institution in Melbourne as a Client Services Manager, where you will thrive in a dynamic work culture that prioritises client satisfaction and professional growth. With a strong focus on employee development, this role offers unique opportunities to enhance your skills while collaborating with a dedicated team to deliver exceptional service to institutional clients. Enjoy the benefits of working in a vibrant city known for its diverse community and rich cultural experiences, making it an ideal location for both personal and professional fulfilment.
