client service | funds management in Melbourne CBD

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job details

melbourne cbd, victoria
banking & financial services
job type
AU$ 60,000 - AU$ 80,000 per year
reference number
hannah ebers, randstad
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job description

Company Overview

This well established and highly successful share portfolio management firm based in Melbourne CBD is seeking an experienced Desk Assistant/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, reporting, record updates & assisting with trades. 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
  • 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 development opportunities
  • Supportive close knit team environment
  • Healthy wellbeing office

To Apply

Please note that you must have unrestricted work rights to apply. Please click on the apply button to be considered for this exciting opportunity or contact Hannah Ebers


Client Service, portfolio administrator



educational requirements

Bachelor Degree