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Senior Client Operations Consultant

Job Title: Senior Client Operations Consultant
Location: Brisbane
Reference: 2919334
Contact Name: Jade Blackburn
Job Published: April 05, 2019 17:31

Job Description

Established Investment Manager, offering exposure to a wide range of asset classes, looking for a Senior Operations professional for a fixed term of 12 months. This role is ideal for a Client Services specialist with proven leadership skills, who is looking to take the next step in their career and work within a reputable firm and get exposure across a wide range of duties. 

You will play an important role in the delivery of a high level of service to internal and external clients through the contribution of accurate qualitative information. More specifically you will be responsible for:
  • Fund and Registry deliverables and asset consultant surveys.
  • Ensure timely responses to large number of internal and external client requests.
  • Preparation and distribution of financial year-end reports and audit requests.
  • Preparation of client on-boarding documentation, compliance checks and completion of account management.
  • Preparation and distribution of regulatory reports.
  • Maintenance of changes to client details and updating of new products in the system.
  • Documentation and maintenance of Client Operations process procedure.
The ideal candidate will be from an operations background in a financial institution and be familiar with investment products and systems and be extremely capable across client reporting and presentations. Strong Excel is essential. You will have impeccable attention to detail and organisational skills and be proactive and possible in your approach to work. 

This is a fast paced environment, and a high performance team so if this sounds like you then please apply today.