Address
Form of workAccount Manager - Security Services
CBD Location
Hybrid Role
550 Daily
The Company
This business is a large global financial services provider that works in funds management, financial markets, wealth as well as corporate trustee services. They have a strong reputation in the market for their commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial services community their philosophies and processes give them a competitive advantage
The Role
This role is part of a broader team that is responsible for assisting clients with portfolio changes. The team arranges the acquisition of securities to build a new portfolio to the clients needs. Execution teams and brokerage commissions bring revenue into this business unit.
Your role will be supporting project managers with the operational set up prior to changing the portfolio. You will be ensuring kyc by working closely with the onboarding team and opening accounts as required.
Other daily activities include reconciliations, cash transfers, settlements, credit approval ratings.
This role will see you working on a team of 7 . This can be seen as a possible route to the front office in the long run.
Primarily you will be working with both internal and external clients to ensure your customers are getting an optimal level of service.
Your Experience
- You will have a minimum of 10 years experience in Financial Services
- Minimum of 5 years of client relationship experience
- Securities and Futures Experience
To apply online, please click on the appropriate link.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
