Salary AUD70,000 - AUD80,000 per annum
Consultant Alex Thompson
Date posted 7 August 20192019-08-07 2019-09-06 financial-services Dandenong Victoria AU 3175 AUD 70000 80000 80000 YEAR Robert Walters https://www.robertwalters.com.au https://www.robertwalters.com.au/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
An exciting and diverse role is responsible for providing client services to members and investors end to end, contributing to the ongoing success of the team and the business
Our client is an Australian owned Mortgage Investment Management firm.
Reporting to the Manager of Operations, this exciting and diverse role is responsible for providing client services to Members and Investors end to end, contributing to the ongoing success of the team and the business.
You will be responsible for:
- Processing applications for investment
- Process requests to redeem, re-allocate and transfer investment funds
- Processing administrative support arising from requests, changes or withdrawals, redemption's and switches
- Responding to inbound email, website and telephone enquiries from both clients and internal stakeholders
- Reconcile funds and accounts
- Ensuring transaction compliance with clients
- Working closely with investors and clients to facilitate quality customer experience.
Technical Skills & Qualifications required include:
- 3-5 years’ experience within financial services, ideally property investment or front line banking
- Excellent verbal and written communication, with professional telephone manner;
- Effective time management skills and attention to detail;
- Results driven (individual and team KPIs), with the initiative to drive excellent outcomes for clients
- A team player with a positive mindset and a ‘can-do’ attitude.
To apply please click apply or call Alex Thompson on 03 8628 2169 for a confidential discussion.