Client Service Analyst

Experienced client services analyst required to join a reputable financial services institution!

Your new company
This leading financial services institution has a global footprint across New York, Melbourne and the Asia Pacific region and specialise in securities class action and tax reclamation. With a highly established client base of some of the most reputable custodians and global funds and pride themselves on delivering the highest customer satisfaction whilst operating as ethically and professionally as possible.

Your new role
This position will be reporting directly to the Managing Director - APAC and responsibilities will include but not be limited to:
  • Liaising with clients, stakeholders such as solicitors, lawyers and communicating effectively as required
  • Preparing and producing analysis reports for clients
  • Answering any general inquiries from clients and through the website/phone
  • Supporting the team and providing WebEx portal training for staff and clients as required
  • Crosschecking data input, researching and validating existing and new claims
  • Escalating issues or incorrect data to the Managing Director as required
  • Ensuring sales related queries and tasks are passed to the Managing Director
  • Assisting with onboarding new clients and performing KYCs

What you'll need to succeed
  • Working experience within an client services, analyst or tax reporting position within financial service
  • Relevant tertiary qualifications in Commerce, Banking or Finance is highly regarded
  • Tech savvy and able to learn in-house systems quickly
  • High level of attention to detail

What you'll get in return
  • Attractive salary package
  • Excellent career opportunity to work for a global financial services institution
  • Fantastic in-house training provided

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to Kim Nguyen at

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508 #2665917


Job Type
Education & Training
VIC, Melbourne CBD

Talk to a consultant

Talk to Kim Nguyen, the specialist consultant managing this position, located in Melbourne
Level 21, 360 Collins Street

Telephone: 99463558

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