Job Title:
Client Service Associate
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Job Description:
The ideal candidate will be responsible for delivering high-quality service to clients and their respective employee plan participants.
This role involves managing client accounts, responding to internal and external stakeholder enquiries, maintaining employee registers, generating reports, processing sales & transfers, and involvement in dividend and sale replacement payment transactions.
The successful candidate will have strong communication skills, be able to balance conflicting priorities and possess a high level of attention to detail.
They will also be technology savvy, with a high level of familiarity with MS Office products – specifically MS Excel.
Key responsibilities include overseeing event management, addressing inquiries promptly, identifying and proposing improvement ideas for business growth, generation and provision of Employee Share Plan and Regulatory reports, responding to complex employee share plan participant and client email enquiries, maintaining employee information held in internal systems and databases, and preparation of share transfers, sales, replacement payments and legal notifications.
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Required Skills and Qualifications:
* Strong PC skills with a high level of familiarity with MS Office products – specifically MS Excel
* Ability to manage changing priorities and strong time management skills
* A high level of attention to detail
* Ability to work both independently and within a team
* High level of initiative, flexibility and has problem solving skills
* Possess and display a positive, enthusiastic attitude & strong work ethic
* Knowledge of Employee Share Plans and the financial services industry will be highly regarded
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Benefits:
Flexible work arrangements to help you find the best balance between work and lifestyle
Health and wellbeing rewards that can be tailored to support you and your family
Invest in our business by setting aside salary to purchase shares in our company, and you'll receive a company contribution as well
Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future
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Others:
Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow
Our careers hub will help you find out more about our rewards and life at Computershare