Client Relationship Officer

This is an exceptional opportunity for you to play a pivotal role in delivering high-quality settlement and custody services for both internal and external funds management clients. You will be part of a supportive, values-driven environment that champions collaboration, continuous learning, and shared success.

As a Client Relationship Officer – Equity Custody based in Melbourne, you will be entrusted with the end-to-end facilitation of settlement processes across a diverse range of financial products. Your day-to-day responsibilities will see you managing complex transactions using industry-standard systems while ensuring meticulous record-keeping for every client interaction.

What you'll do:

• Ensure accurate and timely settlements for equity, managed funds, derivatives, fixed interest, cash securities, and other assets using multiple industry systems such as CHESS, Austraclear, Garradin, and online banking platforms.
• Actively follow up pending trades with clients, brokers, and staff to guarantee all transactions are processed within required time frames while maintaining clear records of each action taken.
• Maintain comprehensive asset registers and ensure books and records for each fund or client are kept up-to-date in accordance with internal procedures.
• Prepare and send detailed client reports as required by custody mandates while monitoring client fee invoices to ensure accuracy and timeliness.
• Provide prompt responses to both internal and external client requests or queries while maintaining high standards of customer care at all times.

To excel as a Client Relationship Officer you will bring a blend of technical expertise in settlement processes alongside interpersonal strengths that foster trust-based relationships. Your background may include hands-on experience using industry-standard systems such as CHESS or Garradin Portfolio Management System; however your willingness to learn new technologies is equally important. You should possess an analytical mindset capable of navigating complex regulatory environments while remaining sensitive to the needs of both clients and colleagues.

What you bring:

• Demonstrated initiative coupled with a genuine enthusiasm for learning new concepts and continuously improving work practices within a collaborative team environment.
• Exceptional attention to detail combined with proven accuracy in handling complex data sets related to settlements or custody operations.
• Intermediate proficiency in Microsoft Word, Excel, Outlook, Teams as well as familiarity with digital tools relevant to financial services operations.
• Ability to manage competing priorities effectively through strong time management skills—organising tasks efficiently while meeting tight deadlines without compromising quality.

What sets this company apart:

This organisation stands out through its unwavering commitment to fostering an inclusive workplace where every individual feels valued for their unique contributions. The company’s culture is built upon core values that emphasise collaboration over competition—encouraging employees at all levels to work together towards shared goals. Leadership here is defined not just by strategic vision but also by empathy: managers actively recognise achievements big or small while empowering team members through regular feedback loops.

What's next:

If you are ready to take the next step in your career within equity custody services—and want your efforts recognised within a truly collaborative environment—this opportunity awaits your application.

Apply today by clicking on the link provided; we look forward to connecting with talented individuals who share our passion for excellence in client service.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or contact Kandice Kerr on 61 3 8628 2130 or kandice.kerr@robertwalters.com.au for a confidential discussion.