Client Service Representative Job Description
We give you a world of potential
We have an exciting opportunity for a Client Service Representative to join us on a permanent basis - working in our Plan Managers division withinputershare responsible for providing administrative services, project management and plan design to Plan Manager Clients and their individual employee share plan holders.
Why is this role exciting? Well, there are a few things that make this role stand out:
1. You will work with some of our biggest ASX listed clients
2. You will join a great supportive team, who will support you along the way
3. You will join us in an exciting time of growth as we move our clients onto a new platform
A role you will love
Working with a supportive manager and an experienced team, this role will be a great way to learn more about the financial services industry, as well as give you the ability to gain exposure to great opportunities for career growth and development.
Reporting to a Team Leader, the Client Services Representative is a specialist role responsible for the day-to-day delivery of high quality service to clients and the respective client's employee plan participants.
You will work closely with the Team Leader and internal stakeholders to ensure all functions and activity of their client accounts are anticipated, actioned and when required, reviewed in order to meet strict deadlines.
Some other key responsibilities:
4. Management of Client Account and day to day operations of Client's Employee Share Plans
5. Generation and provision of Employee Share Plan and Regulatory reports to clients
6. Writing and maintaining of internal system documentation and procedures
7. Responding to employee share plan participant and client email enquiries
8. Maintaining employee information held in internal systems and databases
9. Maintenance of internal timetables for all clients in terms (as they relate to dividends, ad hoc payments, offers and statements)
10. Preparation of Allocations and processing of Vesting related items that fall around these tasks
What will you bring to the role?
We are looking for someone who is a greatmunicator, able to balance conflicting priorities and someone who is a whizz with excel. Having a data entry background or similar and the ability topeteplex processing using self-discovery, is essential to success within this role.
Other key skills required for the role include:
11. Ability to manage changing priorities and strong time management skills
12. A high level of attention to detail
13. Ability to work both independently and within a team
14. High level of initiative, flexibility and problem-solving skills
15. Strong PC skills with a high level of familiarity with MS Office products
16. Possess and display a positive, enthusiastic attitude & strong work ethic
Knowledge of Employee Share Plans and the financial services will be highly regarded.
Rewards designed for you
Employee Share Plan. Set aside salary to purchase shares in ourpany and you'll increase your investment when you receive a generouspany contribution towards additional shares.
Health and Wellbeing. Our health and wellbeing rewards can be tailored to support you and your family.
Save for Your Future. We will support you along your retirement savings journey.
Paid time away from work. Our employees enjoy apetitive paid time off package, including a day each year to volunteer time for a good cause that is important to you.
Employee Discounts. We've partnered with other organisations to offer you extra savings. Enjoy discounts with banks, car manufacturers, on flights, amodation and days out as well as with many big brand shops.
Extra Rewards. From tuition reimbursement to cash bonus recruitment referral programs, ourprehensive benefits package offers a multitude of options.
About Us
Apany to be proud of
We're a global leader in financial administration with over 14,000 employees across more than 21 different countries. Atputershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
A diverse and inclusive place to work
putershare celebrate the diversity of our people, and we wee applications from everyone. We believe that having a culture of inclusion is essential in delivering good results. Attracting, retaining, and developing a diverse workforce where employees feel valued, respected, and empowered allows people to reach their full potential. As a business this diversity helps us to better reflect and understand our customers' needs to allow us to drive better oues.
We are happy to amodate individual needs during your application journey. If you require disability amodations or adjustments, please email us at detailing your requirements and contact information.
putershare is an equal opportunity employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.
About the Team
We're a leading provider of employee share plans. We partner with many of the world's biggest brands to offer their employees the chance to invest in the future of theirpany and help them to manage these investments day to day. With over 35 years of experience and expertise, we're an industry leader. Every member of our team plays an important role in bringing to life employee share plans, providing innovative solutions and assisting our clients with theirplex regulatory requirements. Job ID 300000519681844