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Money Market Client Services Associate

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: $70k-$80k plus super

  • $50-100k AUD Equivalent
  • Permanent
  • 3 to 7 years of experience

This role exists to provide complete client services support in the delivery of a premium client experience and includes:

Responsibilities:

  • Client Services: providing a specialised client support and guidance, with regards to queries relating to their investments.
  • Client Onboarding/AML: Onboarding of new clients, and maintenance of existing clients records in accordance with the relevant regulatory guidelines and internal policies and procedures
  • Performing any day to day functions including the monitoring of any client requests via email/phone and resolution of queries within SLA’s.
  • Compliance – operating the business in compliance with regulations, policies and service agreements.
  • Participation in any internal business projects and initiatives as both a subject matter expert and contributor to ideas and change processes
  • Training of junior members of the  team on systems and processes

Requirements:

  • 3‐5 years financial services experience is essential ideally with a debt markets (FI,MM) product exposure
  • Ability to work under pressure and manage several initiatives simultaneously
  • Industry knowledge on Regulatory requirements and standards
  • Professional communication, strong written and verbal communication with a high level of attention to detail.
  • Intermediate to Advanced computer literacy in MS Office and CRM solutions desirable.
  • Act as 2iC to the manager for the team.
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