AddressSB Recruitment is working in collaboration with Vestone Capital to source an Client Services Officer to join their financial operations team during this exciting period of growth.
Vestone Capital (previously Macquarie Equipment Rentals) is the result of a joint venture between Macquarie Group & Mitsubishi HC Capital. With a strong reputation spanning over 25 years, Vestone Capital, is known for providing tailored solutions to customers requiring funding for commercial assets. Vestone Capital work with customers across multiple industries ranging from education, government, professional services, healthcare to manufacturing and many more.
The Benefits....
- Competitive salaries, bonus structure, income protection.
- Novated car leasing.
- Reward & recognition programs.
- Hybrid work model.
- Up to an additional 5 days of leave per annum.
- 16 weeks paid parental leave.
- Education & study support.
- Health & wellbeing program (EAP service, wellbeing portals, free onsite Yoga & Pilates).
- Diverse & inclusive company culture.
- Social & friendly work environment with regular events.
Reporting directly to the Client Services Manager, you will be responsible for the following duties:
- Working in the Flow Operations team your role will be varied and encompass customer engagement, operations and creating bespoke client reporting.
- Daily management of the team email inbox to handle client queries efficiently and effectively.
- Prepare reports across areas such as revenue allocation, invoice distribution and collections.
- Streamline reports using Excel
- Design more effective, efficient and user friendly reports
- Liaising with various internal and external stakeholders to solve queries.
- Work across Operations and Finance to reduce manual processes and increase efficiencies.
To be successful with this opportunity, you must have experience in the following areas and possess the below personal qualities:
- Ideally you will have 12 months + experience in a Client Services role and ready for your next challenge encompassing client reporting
- Tertiary studies in accounting, economics, data analytics or business administration are advantageous.
- Strong written and verbal communication skills.
- A keen eye for detail.
- A strong work ethic with an enthusiasm to learn and continually develop.
- Tech savvy with a genuine interest in using the latest tech to provide an enhanced client experience.
If you have a passion for continual system enhancement and a genuine desire to provide exceptional Client Service this could be the right next step to showcase and grow your reporting experience. To apply send your application to ********@sbrecruitment.com or call Jenny on 02 9002 5*** for a confidential conversation.
#SCR-jenny-quigley-1
Additional information
- Varied role working across Corporate Client Services and Reporting
- Plenty of scope for career growth in reporting and analytics
- Supportive environment in a growing financial services firm
