Client Services Associate

Job Scope

• This diverse role requires customer service skills, IT skills, and technical aptitude as well as the ability to create positive relationships with clients. We use multiple software systems and require a strong attention to detail.

• You will be required to ensure Intralink’s service standards are being met (preferably exceeded), ensuring compliance standards are met and all tasks relating to a client’s portfolios are performed in a timely manner with a high degree of accuracy.

Key Responsibilities will include:

• You will manage your own client base of up to 100 clients.

• You will be the initial point of contact for all client enquiries, including assisting the advisers in client communication and reporting.

• Ensure client records are kept up to date across all systems (ie; CRM, Class, XPlan, etc).

• Set up of New Clients Account including the establishment of SMSFs.

• Assist with drafting, implementing, and developing internal procedures.

• Liaise with Internal and External Accountants and answer Tax Queries.

• Provide backup when required - for daily payments on behalf of clients (ie; pension payments, tax payments, accounting fees, etc).

• Provide backup when required - for maintaining/updating the daily transactions in clients’ portfolios.

• Provide backup when required – in the application process when multiple clients are investing in unlisted investments.

• Assist with telephone and other reception duties.

Key Qualifications/Skills:

• Strong interpersonal, written and verbal communication skills with a customer focus

• Work with a team mentality and help colleagues when needed.

• Proficiency in the use of computers and office software applications.

• Ability to work with a high level of accuracy and attention to detail.

• High standard of personal presentation.