Client Service Manager
vor 1 Woche
Position Purpose The purpose of this maternity cover contract position is to support the Institutional and Wholesale Distribution business in Australia / New Zealand from a client service perspective.
Key Responsibilities Client servicingOversight of daily Trust price review and distribution, website updateReview monthly / quarterly / annual deliverablesMonthly / quarterly / annual Trust and mandate reportingRespond to all client and registry queries (by phone and email)Monitoring of all client, external and internal service level agreements (SLAs)Preparation of internal reportingClient account management supportResponsibility for the control register of external client, prospect, consultant, and researcher requestsProvide CRM support for coordination and setup of client meetings with overseas Investment teams.Preparation of presentation materialsAssist in strategic planning.Work closely with regional teams.Day-to-day interaction with SS&C Client Service TeamAssist with escalation management and trade processing with SS&C and EQTMonitor and review unit registry process to ensure client service levels and SLAs are met.Support the Product and Compliance function with unit registry information as required.Client-related compliance supportAML / KYC for mandate clientsAML / KYC for Lux Trust clients, where required.Salesforce input (KYC related and Client Case related)Service provider (EQT / BP2S) compliance support.Competencies (Technical / Behavioral) Basic working knowledge of investment marketsHard working and conscientiousExcellent attention to detailAbility to problem solve and resolve issues.Proactive and ability to work unsupervised.Excellent communication skillsCollaborative and team-focused.Strong organizational skills with a deadline-driven focus.Specific Qualifications Required Undergraduate degree in Finance or BusinessAt least three years' experience at an Asset Manager / Financial Services firm or client-facing role.Excellent written, verbal and presentation skills and the ability to communicate effectively at all levels.Ability to build strong internal and external relationships.Ability to work flexible hours and manage time effectively. #J-18808-Ljbffr
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Client Service Manager
vor 2 Monaten
Melbourne, Österreich Northern Trust Corporation VollzeitAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
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Client Service Manager
vor 2 Stunden
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Client Service Manager
vor 4 Wochen
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Client Service Manager
vor 3 Wochen
Melbourne, Österreich Arcare VollzeitClient Services Manager Locations: Arcare Templestowe & Arcare Reservoir About Arcare As one of Australia's leading aged care providers, we have 50 residences in QLD, NSW, and VIC, with more on the way!Our core focus is the relationship between residents, colleagues, and family members, with our residents and team at the heart of what we do.Backed by a...
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Client Service Manager
vor 3 Monaten
Melbourne, Österreich Tideri Jobbörse VollzeitAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
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Client Service Manager
vor 3 Wochen
Melbourne, Österreich Arcare Aged Care VollzeitClient Services Manager Locations:Arcare Templestowe & Arcare Reservoir About Arcare As one of Australia's leading aged care providers, we have 50 residences in QLD, NSW, and VIC, with more on the way!Our core focus is the relationship between residents, colleagues, and family members, with our residents and team at the heart of what we do.Backed by a...
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Client Service Manager
vor 2 Wochen
Melbourne, Österreich Arcare Aged Care VollzeitClient Services Manager Locations: Arcare Templestowe & Arcare Reservoir About Arcare As one of Australia's leading aged care providers, we have 50 residences in QLD, NSW, and VIC, with more on the way!Our core focus is the relationship between residents, colleagues, and family members, with our residents and team at the heart of what we do.Backed by a...
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Client Service Manager
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Melbourne, Österreich Creative Activation VollzeitCGL – Retail Services is the retail marketing division of the Clemenger Group.With our two market-leading brands, Creative Activation and Clemenger Field Marketing, we offer unparalleled sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping, and auditing.Clemenger Group is an endorsed Work180...
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Client Service Manager
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National Client Services Manager
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Genphysio | Client Services Manager
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Client Service Manager
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Melbourne, Österreich Specsolutions VollzeitAdd expected salary to your profile for insightsEverAbility Group have a long and proud history of providing services for people with disabilities across Western Australia and Tasmania.Together, our team of nearly 200 staff and over 500 volunteers support our growing group of diverse services.Our growing family of services at EverAbility Group...
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Client Services Manager Pharmaceutical Chemistry
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Client Services Manager
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Eoi Client Service Manager
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Welcome Consultant
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Business Services Accountant
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Melbourne, Österreich Elite Pathways VollzeitBusiness Services Accountant / Client Manager03rd October, 2024Join this dynamic team, a leading Accounting firm in Parramatta.Currently seeking a dedicated and skilled Client Manager to manage a diverse portfolio of clients.This firm has just moved into modern new offices in the Parramatta region.The client base consists of SMEs, mum and dad businesses,...
