Client Service Officer

vor 4 Wochen

City of Melbourne, Österreich Ambition Group Vollzeit

Client Service Officer We’re looking for a proactive Client Service Officer to support both domestic and international custody clients on a contract basis. This role is central to ensuring smooth day-to-day operations across trade support, settlements, and corporate actions, while maintaining high service standards and acting as a key escalation point. Key Responsibilities Respond to client inquiries via phone, email, and other channels, ensuring SLA targets are met. Oversee query flow for international markets, particularly through the Kuala Lumpur servicing hub. Collaborate with the domestic service team to manage local client needs. Maintain compliance with global standards for query tracking and resolution. Build strong relationships with global operations teams, especially KL GC. Provide Level 1 support for Velocity platform users. Coordinate daily client credit requirements with account management, risk, and credit teams. Monitor settlement systems and elevate issues to prevent client impact. Track and calculate client stock positions as needed. Prepare regular client service reports for internal and client-facing meetings. Maintain accurate records of client signatories, standing instructions, and service standards. Support new client onboarding in partnership with the Implementations Team. Identify and communicate cross-selling opportunities to Account Managers. Conduct client service calls and distribute detailed call reports. Participate in system testing and contribute to process improvement initiatives. Escalate client issues to senior stakeholders when necessary. Assist in preparing and distributing management information reports (MIS). Manage incoming manual instructions and ensure proper distribution. Keep procedures and documentation up to date and aligned with custody processes. Collaborate with internal teams to stay ahead of evolving client needs. Act as a first point of contact for client complaints and escalations. Lead or support projects focused on process efficiency and client experience. Experience Minimum 5 years in operations or client service within custody or broking environments. Strong understanding of international markets and custody products (Equities, Fixed Income, FX, Asset Servicing, Cash). Familiarity with SWIFT messaging and corporate action events. Proven ability to manage complex client queries and deliver proactive service. Experience with back‑office processes and SLA‑driven environments. Tertiary qualifications in finance, commerce, or business (preferred but not essential). Strong communication skills and ability to simplify complex concepts. Knowledge of client onboarding and implementation processes. #J-18808-Ljbffr

  • Client Services Officer

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    City of Melbourne, Österreich Mercer Vollzeit

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    City of Melbourne, Österreich Sherpa Financial Group, Australia Vollzeit

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    vor 4 Stunden

    City of Melbourne, Österreich Findex Group Limited Vollzeit

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    vor 2 Wochen

    City of Melbourne, Österreich Mon Financial Vollzeit

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