Client Account Associate. at AMP Career Site

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

12 Apr, 26

Salary

0.0

Posted On

12 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service Skills, Communication Skills, Attention to Detail, Organizational Skills, Team Collaboration, Process Improvement, Financial Services Knowledge, Microsoft Office Proficiency, Salesforce Proficiency, Cloud Network Directories, Problem Solving, Customer Focus, Project Management, Regulatory Compliance, Relationship Management, Time Management

Industry

Financial Services

Description

If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future. Help people create their tomorrow, while you create yours We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we’ve been doing it for over 170 years. If we do our job well, we genuinely add to the prosperity of our country and its people. The purpose of the Client Account Associate is to be an integral member of the Investor Services team (which comprises the client services and investment communications functions) and support the client relationships team as a focal point for performing client servicing functions. This entails being pro-active, providing service excellence, coupled with a strong understanding of clients, markets and AMP Investments products. The role is responsible for client and counterparty interactions, communications and reporting in addition to contributing to projects as required. How you’ll make an impact I make an impact by… Managing the daily customer experience to deliver outstanding service: Ensuring a responsive approach is taken to client query management and providing accurate, timely information to clients & their counterparties Maintaining a continuous improvement mindset: Contribute to the scoping, designing and developing of efficiencies and improvements to the core client services related business processes and systems Communication and training: Committing to professional and personal development I promote the focus on customer and members by… Focusing on the customer: providing clear and understandable information to customers in a timely manner and being a ‘voice for the customer’ when interacting with peers and stakeholders Attention to detail: Ensuring accurate and consistent information across all fund reports and throughout the client communication and query management process. Seeking to eliminate risks to the business created through non-adherence to team policies and procedures I support my team by… Building good relationships within and across teams in our business unit or broader AMP and working together by playing to each other’s strengths. Help others feel included and part of the team. Ensure knowledge is shared and commit to professional and personal development Share ideas and problem solve together. Lend a hand and be a team player. Making sure a win for our direct team is a win for AMP and other teams across the business, to ensure we succeed together I am responsible for… Handling client, custodian and adviser interactions and communications, specifically around investment interactions, cash flow transactions, fund events Producing periodical reporting obligations including but not limited to investment reports, due diligence and operational questionnaires as well as ad-hoc reporting requests Support the Client Account Managers (CAMs) and/or Investment relationships team Assist in administering external platform relationship, including regular cashflow reporting, verifying fee invoices and rebates) Assist the development and distribution of key announcements, organisational/investment updates, and product reporting Work closely with registry partners to ensure high quality administration of funds Adhere to service level agreements Support with on/offboarding clients Actively contribute to and champion regulatory, strategic and uplift project work and business initiatives Actively contribute to and lead projects related to process improvement and client analysis Ensure understanding of policies and procedures and contribute to the compliance of the client services operating framework What you will bring to the team Ideally, you will bring the following experiences to this role: Relevant tertiary qualification, such as in a finance or business-related discipline (RG146 compliant for General Advice is desirable), with at least 2 years proven experience in financial services Strong client service skills and desire to find success for clients Proven ability to communicate effectively with internal and external stakeholders at all levels Strong attention to detail is critical Ability to work autonomously, highly organised and outcomes focussed and able to manage multiple deadlines A desire to progress into a Client Account Management or Relationship Management role Strong team player who values collaboration, embraces change and is open to new ideas Medium to high proficiency in Microsoft Office suites, Salesforce and cloud network directories You’ll thrive here if… If you can adapt from BAU to the ambiguous with ease, you’ll do well here. Change is never easy, so bring your commitment, grit and growth mindset. Because we run lean, you’ll be expected to jump in and deliver across a variety of areas. Meaning, you’ll be closer to the action and executive decisions that influence where we go next. If you’re someone that can hold their own, you’ll find AMP quite liberating. Why we think you’ll love working at AMP Doing what we’ve always done is not an option, so your clever ideas will get airtime here. You’ll be encouraged to speak up and try new things. If they don’t work, we move on – better for it. We know there’s no one way of doing things. So, you won’t have to sacrifice who you are or how you work to fit in here. We’re inclusive and flexible in many of the ways you’d expect. And in some of the ways you wouldn’t. As long as your health and wellbeing come first - at home and at work. In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you’ll find moments to connect, feel valued and do meaningful work. Whether it’s through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have. We believe in the power of inclusion and diversity We’re dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged, but also leads to better connections with our customers. We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process. We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website. Ready to create your tomorrow? If you’re someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow. Don’t procrastinate! We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date. Looking forward to meeting you.

Responsibilities

The Client Account Associate is responsible for managing client interactions, communications, and reporting while supporting the Client Account Managers and contributing to process improvements. This role requires a proactive approach to client servicing and maintaining high standards of service excellence.