investor services | boutique fund management firm in Melbourne CBD

posted:
location
Melbourne CBD, Victoria
job type
Permanent
salary
AU$ 55,000 per year
reference number
90M0301037_1492744701
apply now

job description

Company Overview

This well established and highly successful share portfolio management firm based in Melbourne CBD is seeking an experienced Client Service Officer to join their high performing team. This role will see you utilise your strong administration skills as well as your professional client facing skills to manage all client enquiries, place orders and maintain records. This is a truly unique opportunity for you to ‘make the role your own’ and take the next step in your career



Key Responsibilities

  • Act as a first point of contact to meet and greet clients on arrival
  • Handle client enquiries providing superior client service via phone and email
  • Liaise with third party providers
  • Maintain and update client records through XPLAN
  • Portfolio administration
  • Generate reports for internal and external use
  • Document and correspondence preparation
  • Provide administrative support to the Managing Director
  • Maintain office supplies and general administrative duties as required
  • Identify and assist in implementing process improvements



Key Requirements

  • Two plus years’ experience in Financial Service industry working in a similar position
  • Knowledge of funds management or stockbroking
  • Previous experience using IRESS and XPLAN will be highly regarded
  • Intermediate to advanced MS office skills
  • Well presented with excellent written and verbal communication skills
  • Relevant qualifications within Financial Services industry





Company Benefits

  • Competitive salary
  • Excellent career developmenyt opportunities
  • Supportive close knit team environment
  • Healthy wellbeing office



To Apply

Please note that you must have unresticted work rights to apply. Please click on the apply button to be considered for this exciting opportunity. Due to the overwhelming response, please appreciate that only successful candidates will be contacted to progress to the next stage.

apply now