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Client Implementation, Officer

Mid levelSeniorFull-timeHybridSydney NSW, AustraliaPosted 5 days agoVerified 5 days ago
Pending fitX of Y criteria met

About the job

This job is all about executing Shareholder Services and Client Trading activities across APAC, ensuring accuracy and compliance with operational procedures. The impact of this role is significant, as it supports business growth and client service excellence. Collaboration is key, as the team works closely with colleagues across various regions to achieve operational effectiveness.

You'll be responsible for

📊

Executing shareholder services

Processing shareholder activity and client trading transactions accurately and within established deadlines.
👩‍🏫

Providing subject matter expertise

Acting as an escalation point for operational issues and complex transactions while supporting junior team members.
🔒

Ensuring risk excellence

Identifying and escalating operational risks and ensuring compliance with policies and regulatory requirements.

Key criteria

📊

Investment operations experience

5-10 years in investment operations or related functions.

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🔍

Analytical skills

Proven analytical and problem-solving capabilities.

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💻

Technology aptitude

Strong knowledge of AI, RPA, and data analysis tools.

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5 criteria for this job
Investment operations experience
5-10 years in investment operations or related functions.

View

Analytical skills
Proven analytical and problem-solving capabilities.

View

Technology aptitude
Strong knowledge of AI, RPA, and data analysis tools.

View

Global collaboration
Experience working with teams across multiple regions.

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Operational controls knowledge
Understanding of risk management and operational controls.

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