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    Client Services Specialist - Melbourne, Australia - MARS Recruitment

    MARS Recruitment
    MARS Recruitment Melbourne, Australia

    Found in: Talent AU C2 - 5 days ago

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    Description

    Position summary:

    Our client, a global Investment Banking and Financial Services organisation is seeking a Client Services Specialist to join their business on an initial 12-month contract. The focus of the role is to answer client requests and manage interactions to resolve client needs. This role is responsible for delivering a high quality of service to existing and new Investor clients and supporting their global Client Coverage team in managing internal marketing campaigns and administrative tasks.

    Core Responsibilities

    • Conduct Pooled and Mandate reporting for existing Institutional Clients
    • Facilitate ad hoc client reporting requests (commentary, holdings), alongside requests from Client Coverage team members
    • Support internal and Know-Your-Customer reporting requests
    • Identify ways to improve the efficiency of the production process and quality and timeliness of information provided to clients
    • Ensures the completion of deliverables for assigned tasks as needed to support the team's daily objectives and oversight activities.
    • Support Client Coverage team in creating marketing campaigns, product/strategy performance and overview mailouts and research mailouts.
    • Documents client and team feedback in support of service improvement efforts within the business.
    • Recognizes opportunities and recommends process improvements to gain efficiencies and ensure quality.
    • Uses a consultative approach to position products and services to clients.
    • Develops and maintains proficient knowledge of DWS funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory KYC issues to guide clients.
    • Participates in special projects and performs other duties as assigned.

    What we are looking for

    • Undergraduate degree or equivalent combination of training and experience preferable
    • 1-2 years previous experience in client reporting or client services role preferable
    • Some knowledge of SalesForce (or equivalent client management tools) and/or ability to learn the functionality of such tools quickly preferable
    • Strong customer focus, organisation skills and attention to detail
    • Ability to work well under pressure and take initiative where necessary
    • Sound analytical skills with willingness to develop technical skills over time
    • Demonstrated client first mentality, ensuring outcomes are met to deliver top tier service to all clients.
    • Demonstrated ability to function in a fast paced, ambiguous environment working with multiple business partners and diverse responsibilities.
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