Client Services & Payments Specialist

Kennedy Reid Pty; Sydney; On-site; AUD 65,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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

Skills

Client services

Payments processing

Debt markets administration

Operations support

Education

Bachelor's degree (not essential)

Job description

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.