Client Service Operations - Sydney, Australia - SB Recruitment

SB Recruitment

Verified Company

Sydney, Australia

3 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Salary:

Contract Type:

Full Time

-
Location:

Sydney
NSW

-
Industry:

Banking & Finance

-
Contact Name:

Jenny Quigley

-
Contact Phone:

-
Date Published:

20Nov2023

-
The Company.

SB Recruitment is working in collaboration with Vestone Capital to source an Client Services Officer to join their financial operations team during this exciting period of growth.

Vestone Capital (previously Macquarie Equipment Rentals) is the result of a joint venture between Macquarie Group & Mitsubishi HC Capital.

With a strong reputation spanning over 25 years, Vestone Capital, is known for providing tailored solutions to customers requiring funding for commercial assets.

Vestone Capital work with customers across multiple industries ranging from education, government, professional services, healthcare to manufacturing and many more.

The Benefits....

Competitive salaries, bonus structure, income protection.
Novated car leasing.
Reward & recognition programs.
Hybrid work model.
Up to an additional 5 days of leave per annum.
16 weeks paid parental leave.
Personal travel insurance.
Education & study support.
Health & wellbeing program (EAP service, wellbeing portal, run clubs, free onsite Yoga & Pilates).
Diverse & inclusive company culture.
Sustainably conscious organization with a dedicated Sustainability.
Committee which are working towards Vestone Capital becoming a net zero emissions company.
Social & friendly work environment with regular events.

The Job.
Reporting directly to the Client Services Manager, you will be responsible for the following duties:

Working in the Flow Operations team your role will be varied and encompass customer engagement, financial operations and creating bespoke client reporting.
Prepare reports across areas such as revenue allocation, invoice distribution and collections.
Streamline reports using Excel, Power BI and / or SQL.
Design more effective, efficient and user friendly operational reports highlighting key findings.
Liaising with various internal and external stakeholders to solve queries.
Work across Operations and Finance to reduce manual processes and increase efficiencies.

You.
To be successful with this opportunity, you must have experience in the following areas and possess the below personal qualities:

Ideally you will have 12 months + experience in a Client Services role and ready for your next challenge encompassing bespoke report creation for corporate clients.
Tertiary studies in accounting, economics, data analytics or business administration are advantageous.
Strong written and verbal communication skills.
A keen eye for detail.
A strong work ethic with an enthusiasm to learn and continually develop.
Tech savvy with a genuine interest in using the latest tech to provide an enhanced client experience.

How to apply.