Client Services Associate (Employee Share Plans)

Client Services Associate (Employee Share Plans)4 days ago Be among the first 25 applicants
Direct message the job poster from BoardRoom Group
Responsibilities:Provide excellent customer service ensuring clients and employees receive prompt responses to requests and queries in line with departmental requirements.
Develop an in-depth knowledge of employee share plans fundamentals and taxation implications.
Take personal responsibility for ensuring that assigned tasks are followed up and completed in a timely manner to the highest quality standard.
Confidently utilize SREG (in-house share registry software system) and run any report available on SREG for clients.
Ensure compliance with policies, procedures and audit processes.
Complete daily transactions for a variety of different clients.
Complete bank and trust account reconciliations.
Ensure effective and accurate communication with all stakeholders.
Identify and recommend improvements to current procedures, risk management, processes and client servicing arrangements.
Qualifications:Minimum Diploma/Degree in related disciplines.
Operational experience in funds management, registries or the financial services sector.
Strong understanding of internal business functions.
Excellent customer service, verbal and written communication skills.
Excellent organizational, problem-solving and prioritizing skills and attention to detail.
Willing to work under Australia working hours and follow Australia public holidays.
Seniority LevelAssociate
Employment TypeFull-time
Job FunctionCustomer Service
Industries: Professional Services and Financial Services#J-18808-Ljbffr