custody / settlements - client service.

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Ad nr: 4183
Published: 27 September 2023, views: 2

 

 

Main characteristics

Location
Dawes Point, New South Wales
Company
Randstad
Salary
AU$ 70000 - AU$ 80000 /per year
Employment type
Contract
Category
banking & financial services

Job summary

job details

Custody / Settlements - Client Service

- 12 Month Contract
- 78K + Super
- Prestigious Firm

The Company

...

This business is a very well respected and well branded financial services organisation that specialises in funds management , wealth as well as corporate trustee services. They have a strong reputation in the market for their commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial services community their philosophies and processes give them a competitive advantage within the marketplace.

The Role

This role will see you working in the custody area providing client service and settlements to a portfolio of clients. Approximately 30% of your time will be spent speaking to banks, fund managers and other financial institutions. 70% of your time will be monitoring and reporting transactions.

You will be responsible for responding to client queries regarding financial products and fees and coordinating invoice approvals . Settlements and Reconciliations will be performed domestically and globally and you should be able to identify any errors associated with failed settlements.

The team will provide training so you are up to speed with the different banking platforms.

Your Experience

- You need minimum of 2 years experience working in a similar role ie custody, settlements, reconciliations
- Minimum of 12 months with a client service role in financial service
- Strong computer skills, highly organised with ability to work in a team as well as independently
- Diploma or Degree in business / finance highly regarded



At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

show more

Custody / Settlements - Client Service

- 12 Month Contract
- 78K + Super
- Prestigious Firm

The Company

This business is a very well respected and well branded financial services organisation that specialises in funds management , wealth as well as corporate trustee services. They have a strong reputation in the market for their commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial services community their philosophies and processes give them a competitive advantage within the marketplace.

The Role

This role will see you working in the custody area providing client service and settlements to a portfolio of clients. Approximately 30% of your time will be spent speaking to banks, fund managers and other financial institutions. 70% of your time will be monitoring and reporting transactions.

You will be responsible for responding to client queries regarding financial products and fees and coordinating invoice approvals . Settlements and Reconciliations will be performed domestically and globally and you should be able to identify any errors associated with failed settlements.

...

The team will provide training so you are up to speed with the different banking platforms.

Your Experience

- You need minimum of 2 years experience working in a similar role ie custody, settlements, reconciliations
- Minimum of 12 months with a client service role in financial service
- Strong computer skills, highly organised with ability to work in a team as well as independently
- Diploma or Degree in business / finance highly regarded



At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

show more

- skills

Custody, Settlements, reconciliations

- qualifications

- Business Degree

- education

Bachelor Degree


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Published: 27 September 2023, views: 2


Company: Randstad

Location: Dawes Point, New South Wales

Salary: AU$ 70000 - AU$ 80000 /per year


Category: banking & financial services
Employment type: Contract


Additional information:

Randstad

Application for the position: custody / settlements - client service.

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Attachments: • Curriculum Vitae , cover letter, other •


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