Company

Robert WaltersSee more

addressAddressSydney, NSW
type Form of workFull-time
salary Salary$65,000-70,000 per year
CategoryAccounting & Finance

Job description

  • Work in institutional banking
  • Global investment bank
The main responsibility is addressing client inquiries and overseeing interactions to meet their needs. This role ensures top-notch service for both current and new Investor clients while also assisting the existing client base.
Responsibilities:
  • Provide strong internal support to the Business.
  • Interacting with clients and the Business to obtain KYC and regulatory information/documentation.
  • Adhere to a strong control environment that manages and minimises inherent operational risk, whilst providing excellent client service.
  • Ensure compliance with relevant laws and regulatory requirements.
  • Manage relevant external stakeholders including service providers and vendors as required.
  • Produce key management information regarding all aspects of client on boarding.
  • Engage in cross-training and ensuring all team members are educated on new processes, industry initiatives.
Experience required:
  • 1 -2 years previous experience in client reporting or Client Services services role preferable
  • Undergraduate degree
  • Emphasises strong customer focus, organisational prowess, and meticulous attention to detail.
  • Previous experience with SalesForce, or similar tools
  • Showcases flexibility in dynamic, uncertain settings, collaborating with various business partners and managing a range of responsibilities.
Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Maggie Bartley on +61 2 8289 3147 for a confidential discussion.
Refer code: 1258979. Robert Walters - The previous day - 2024-01-04 23:44

Robert Walters

Sydney, NSW
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