Customer Service Consultant - Investor Services (Call Centre) - Sydney

OUR CLIENT

Our client brings together modern purposebuilt technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their investors. They provide a cloud-native single registry, employee share plan and board management platform, and professional services including company secretarial, ESG, accounting and finance, and investor and media relations.

Today, over 1,400 ASX listed and unlisted clients trust our clients team to manage their registry, investor and board requirements - and they are proud to be ranked number one on the ASX by number of companies serviced, with 750 listed clients.

Their culture is innately entrepreneurial, connecting people who thrive in an atmosphere where ideas, actions and initiative is encouraged. Their core values, Customer Success, Ambition, Equality and Team are at the foundation of who they are and how they operate.

THE OPPORTUNITY

Due to continued growth, we are seeking a Customer Service Consultant to join our clien'ts energetic and enthusiastic team.

In this role you will be responsible for handling inbound and outbound Investor enquires, acting as a positive ambassador of our client's brand. This is an exciting opportunity to gain experience in financial markets and corporate customer service, working collaboratively with a supportive team.

Key responsabilities:

• Process investors instructions, and investor elections accurately and efficiently
• Collaborate with Customer Success Managers to ensure exceptional service delivery including actively participate in client meetings, providing support and expertise, as necessary.
• Ownership of a small portfolio of clients, maintaining regular communication to ensure awareness of current and upcoming tasks, and providing guidance on task completion
• Respond to inbound and outbound client communications via email and phone.
• Assist with client correspondence, ensuring accuracy and completeness.
• Prepare and dispatch Investor communications.
• Represent the business in a professional manner to maintain a positive image.
• Provide administrative support to the broader Fund Registry team as needed.

WHAT YOU NEED TO SUCCEED

The successful candidate will have strong communication and interpersonal skills, and passion for providing outstanding customer service.

To be effective in this role the person will need the following:

• Relevant experience in Fund or Share Registry (Essential)
• Strong multitasking and prioritisation skills
• High attention to detail for accurate processing
• Excellent written and verbal communication
• Team player, contributing to process improvements
• Proactive, customer-focused service delivery
• Strong problem-solving and risk management skills
• Proficient in Microsoft Office Suite, especially Excel

HOW TO APPLY

You may apply using your LinkedIn profile, however, we would love to know more. Therefore, we request the inclusion of a CV. Cover letters are welcome. For further information, please contact Celine Drogat at cdrogat@partale.com.au.