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Investor Services Officer In Melbourne

RANDSTAD - Melbourne, VIC

Any Industry
Source: uWorkin

Source: uWorkin



Work for a prestigious private wealth management firm on a 3 month project with the opportunity to be extended. Day to day this role will see you handling client enquiries via phone and email, updating details and assisting with other operation teams as required. This role will suit a graduate or financial services professional with excellent administration and communication skills

Day to day responsibilities:

  • Respond to client emails and calls across cash trust accounts
  • Action clients requests within SLA's
  • Update and maintain client files
  • Manage client data through Excel and Salesforce
  • Manage account closure process

Key Requirements

  • Excellent written and verbal communication skills
  • Previous experience working within a professional financial service environment or recent graduate
  • Ability to work independently and as part of a team
  • Intermediate to advance Excel skills
  • Available for an immediate start

To Apply

If this sounds like the opportunity you have been waiting for, please follow the links to apply online.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.