Client Services Officer

Kennedy Reid Pty; Sydney; In loco; AUD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Kennedy Reid Pty in Sydney is seeking a Client Services Officer to support day-to-day administration and payment functions within a busy client services team. You will work with internal stakeholders and external clients to ensure transactions are processed accurately and compliance requirements are met.

This role provides exposure to a specialised area of financial services, with opportunities for learning, development and career progression within Kennedy Reid's team in Sydney CBD.

Competenze

• 12 months' experience in financial services.
• Strong attention to detail and a high level of accuracy.
• Excellent organisational and multitasking abilities.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage competing priorities and deadlines.
• Collaborative, team-focused approach.
• Tertiary qualifications are advantageous but not required.

Mansioni

• Process and execute payment instructions within agreed service levels and deadlines
• Maintain operational relationships with assigned clients and trusts
• Support invoicing, billing, and obligation management activities
• Ensure compliance with internal policies, procedures, and risk frameworks
• Assist with client management and stakeholder liaison
• Maintain accurate records, filing and archiving processes
• Complete internal control and compliance checklists
• Develop a strong understanding of systems and processes used within the team
• Contribute to team projects and continuous improvement initiatives
• Provide support and backup assistance to other team members as required

Conoscenze

Client services

Payments processing

Debt markets administration

Operations support

Formazione

Bachelor's degree (not essential)

Descrizione del lavoro

An excellent opportunity for someone with 12+ months' experience in financial services who is looking to build their expertise in client services, operations, payments and debt markets administration.

The Opportunity
As a Client Services Officer, you will play a key role in supporting the day-to-day administration and payment functions within a busy client services team. You will work closely with internal stakeholders and external clients to ensure transactions are processed accurately, compliance requirements are met and service levels are consistently maintained.
This role offers exposure to a specialised area of financial services and provides excellent opportunities for learning, development, and career progression.

• Key Responsibilitie
• Process and execute payment instructions within agreed service levels and deadlines
• Maintain operational relationships with assigned clients and trusts
• Support invoicing, billing, and obligation management activities
• Ensure compliance with internal policies, procedures, and risk frameworks
• Assist with client management and stakeholder liaison
• Maintain accurate records, filing and archiving processes
• Complete internal control and compliance checklists
• Develop a strong understanding of systems and processes used within the team
• Contribute to team projects and continuous improvement initiatives
• Provide support and backup assistance to other team members as required

An excellent opportunity for someone with 12+ months' experience in financial services who is looking to build their expertise in client services, operations, payments and debt markets administration.

The Opportunity
As a Client Services Officer, you will play a key role in supporting the day-to-day administration and payment functions within a busy client services team. You will work closely with internal stakeholders and external clients to ensure transactions are processed accurately, compliance requirements are met and service levels are consistently maintained.
This role offers exposure to a specialised area of financial services and provides excellent opportunities for learning, development, and career progression.

• Key Responsibilitie
• Process and execute payment instructions within agreed service levels and deadlines
• Maintain operational relationships with assigned clients and trusts
• Support invoicing, billing, and obligation management activities
• Ensure compliance with internal policies, procedures, and risk frameworks
• Assist with client management and stakeholder liaison
• Maintain accurate records, filing and archiving processes
• Complete internal control and compliance checklists
• Develop a strong understanding of systems and processes used within the team
• Contribute to team projects and continuous improvement initiatives
• Provide support and backup assistance to other team members as required

About You To be successful in this role, you will have:

• A minimum of 12 months' experience within financial services
• Strong attention to detail and a high level of accuracy
• Excellent organisational and multitasking abilities
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• The ability to manage competing priorities and deadlines
• A collaborative team-focused approach
• Tertiary qualifications will be highly regarded but are not essential

What's on Offer?

• Opportunity to develop specialist financial services knowledge
• Supportive and collaborative team environment
• Exposure to a broad range of stakeholders and clients
• Ongoing training and professional development
• Career progression opportunities within a growing business
• Sydney CBD location with modern offices
• Competitive salary package and employee benefits

Apply Now If you're looking to take the next step in your financial services career and join a team that will support your professional growth, we'd love to hear from you.

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