Client Service Associate
Full job description
Location: Yarra Falls, Melbourne (Hybrid)
In this position, you’ll be based in Yarra Falls Melbourne office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.
We give you a world of potential
We have two exciting opportunities for Client Service Associate to join us based in our Yarra Falls office. Working in our Plan Managers division within Computershare 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:
You will work with some of our biggest ASX listed clients
You will join a great supportive team, who will support you along the way
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 Team Leader 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 Service Delivery Team Leader, the Client Services Associate is a role responsible for the day-to-day delivery of high-quality service to their clients and the respective client’s employee plan participants.
You will work closely with your Senior Associates and internal stakeholders to ensure all functions and activity of their client accounts are anticipated, actioned and when required, reviewed in order to meet deadlines.
These functions include responding to internal and external stakeholder enquiries, maintenance of the employee register, generating reports, processing sales & transfers, and involvement in dividend and sale replacement payment transactions.
Some key responsibilities:
Oversee event management by managing the Scope and Discovery process, executing events within established timeframes, analyzing and escalating risks, and coordinating with departments to ensure timely delivery of all activities
Address inquiries promptly and maintain client-specific knowledge for excellent customer service
Identify and propose improvement ideas for business growth, including efficiency enhancements
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
Preparation of share transfers, sales, replacement payments and legal notings
What will you bring to the role?
We are looking for someone who is a great communicator, able to balance conflicting priorities and someone who is technology savvy.
Other key skills required for the role include:
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 will be highly regarded
Rewards designed for you
Flexible work 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.
And more. 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, visit computershare.com/careershub.
#LI-Hybrid