Opportunities

Custody CSR – 12m Contract

Written by Anton Murray Consulting Consulting on .

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Location: Melbourne

Salary description: Hourly rate based on prior experience

  • $100-150k AUD Equivalent
  • Contract or Temporary
  • 3 to 7 years of experience

Our client is a leading provider of wealth and asset management seeking a Custody/CSR on a 12 month contract in their Melbourne office.

This is an exceptional position to join the Relationship Management team as an Account Manager / Client Services Rep on an initial 12m contract, with a strong possibility to convert to permanent employment.

Responsibilities:

  • Coordinates the account administration for institutional clients including accurate set up and review of fees, active monitoring and tracking of client KPIs
  • Receives service requests from clients and partners and RMs; executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up-to-date.
  • Coordinates with servicing teams across various global locations on execution of client activity, communicating with client and internal partners or service provider
  • Informs client of steps taken to resolve problems and work with service teams to identify root cause and ensure a satisfactory solution is in place

Experience and knowledge required:

  • Knowledge of asset servicing operations acquired through related experience is needed to administer client accounts.
  • 5 years’ experience in financial servicing / accounting fields, with a client servicing background.
  • Analytical, problem solving, and organizational skills required to identify and resolve account issues.

Contact us in Melbourne

LEVEL 30, 35 COLLINS STREET
MELBOURNE VIC 3000

Phone:+61 3 9900 6333

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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