Client Account Services

  • Australia
  • Sydney
  • Contract
  • Up to AU$345 per day

Our client is a Tier 1 client in the Financial Services sector. They are seeking a highly motivated and detail-oriented Client Account Services Officer with experience in custody, investment, and/or banking services. The ideal candidate will play a critical role in managing client relationships, ensuring seamless account operations, and delivering exceptional service. This position requires strong analytical skills, attention to detail, and a client-centric approach.

Responsibilities:

  • Serve as the primary point of contact for clients regarding account-related inquiries, ensuring prompt and professional responses.
  • Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
  • Proactively communicate with clients about account statuses, upcoming deadlines, and service enhancements.
  • Oversee the onboarding process for new accounts, ensuring compliance with regulatory and organizational standards.
  • Handle account maintenance activities, including updates to client information, account closures, and transfers.
  • Coordinate with internal teams to ensure accuracy and efficiency in account setup and ongoing management.
  • Manage custody account-related processes such as securities transfers, settlements, and corporate actions.
  • Assist clients with investment account activities, including trade execution support and portfolio reporting.
  • Monitor account transactions to ensure accuracy and compliance with relevant regulations.
  • Ensure adherence to regulatory requirements and internal policies for all client account activities.

Requirements:

  • 3-5 years of experience in custody, investment, or banking operations.
  • Strong understanding of financial products, investment instruments, and custody account processes.
  • Proficiency in custody platform such as COSMIC and TITAN – A plus
  • Exceptional organizational and multitasking abilities with a keen eye for detail.
  • Excellent communication and interpersonal skills to effectively interact with clients and internal teams.
  • Certification such as CFA, CFP, or Series 7 is a plus.
  • Experience with global custody or cross-border investment accounts.

If you think you have the above skills and experiences, click the ‘Apply’ button or send your resume to alex.nguyen@talentinternational.com

Apply now

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