Banking Operations

Client Service Executive – Permanent




Job Type


Job Ref

Date Posted

Thu, 21st March 2019

CBD Location
Global Company
Excellent Culture
A rare and exciting opportunity has arisen for an experienced client service executive to join an international stockbroking company


This role is an exciting opportunity to join an international stockbroking company within the Client Service team. On offer for the successful applicant is a defined career path, a friendly and outgoing team and supportive management who are market leaders with many year’s experience. This role is to support and service investors, providing timely and accurate responses to all queries.


  • Provide proactive and timely support to all clients
  • Provide product & performance information
  • Complete customer due diligence requirements as requested
  • Provide leads to BDM’s
  • Proactively identify opportunities to improve the client service
  • Proactively identify & cross sell additional products
  • Actively contribute to ad-hoc duties

Essential criteria:

  • Minimum 2+ years in a client service role
  • RG146 Compliant
  • Unit Trust Experience
  • Excellent communication skills both written & verbal
  • Intermediate knowledge/experience of financial markets
  • Ability to continuously build & strengthen relationships

How to apply:

If you are interested in applying for this position then please follow the link, or send an up to date copy of your CV to

All applications will be handled in the strictest of confidence.

For further information please contact Chris Wood on 02 9003 4922
Job Application