Client Portfolio Service Administrator

Company Overview

Our clients firm was established with a passion for providing leading investment solutions that are designed to meet the specific needs of their clients.

Role Overview

As a Client Portfolio Service Administrator you are the first point of contact for phone and email based enquiries for the users of our client’s products. Including:

  • Receiving and/ or initiating calls to advisers or clients and providing an extraordinary client experience on each call
  • Taking ownership of client queries and using your industry knowledge and experience to overcome challenges and solve problems
  • Processing all requests for clients and advisers by appropriate deadlines
  • Liaising with other teams to resolve errors/discrepancies to deliver solutions
  • Exceeding service quality standards and striving for continuous process improvement.

Skills & Experience

You are comfortable working in a fast moving and ever changing environment. Having proven yourself in a results driven role will be given the opportunity to take ownership and accountability for your workload. Including: 

  • Experience within Financial Services and Wealth Management is preferable 
  • Strong problem solving skills and ability to follow processes and procedures
  • The ability to adapt to change with ease and be resilient to cope with challenging tasks.

What’s on Offer

If successful, you will enjoy working in a forward thinking environment surrounded by a supportive structure with many opportunities to continue growing your career.

Click on the APPLY button or contact Anthony Ayoub on 02 9240 6315. 

Client Portfolio Service Administrator

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