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Client Services Associate, Plans Business
full-timeMelbourne

Summary

Location

Melbourne

Type

full-time

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About this role

Location: Melbourne, Australia (Hybrid)

In this position, you’ll be based in the Yarra Falls office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.  

We give you a world of potential

We have an exciting opportunity for a Client Service Associate to join us on a permanent basis – working in our Plan Managers division within Computershare responsible for providing administrative services, project management and plan design to Plan Manager Clients and their individual employee share plan holders.

Why is this role exciting? Well, there are a few things that make this role stand out:

  • You will work with some of our biggest ASX listed clients
  • You will join a great supportive team, who will support you along the way
  • You will join us in an exciting time of growth as we move our clients onto a new platform

A role you will love

Working with a supportive manager and an experienced team, this role will be a great way to learn more about the financial services industry, as well as give you the ability to gain exposure to great opportunities for career growth and development.  

Reporting to a Team Leader, the Client Services Associate is a specialist role responsible for the day-to-day delivery of high quality service to clients and the respective client’s employee plan participants.

You will work closely with the Team Leader and internal stakeholders to ensure all functions and activity of their client accounts are anticipated, actioned and when required, reviewed in order to meet strict deadlines. 

Some other key responsibilities:

  • Management of Client Account and day to day operations of Client's Employee Share Plans 
  • Generation and provision of Employee Share Plan and Regulatory reports to clients
  • Writing and maintaining of internal system documentation and procedures
  • Responding to employee share plan participant and client email enquiries
  • Maintaining employee information held in internal systems and databases
  • Maintenance of internal timetables for all clients in terms (as they relate to dividends, ad hoc payments, offers and statements)
  • Preparation of Allocations and processing of Vesting related items that fall around these tasks

What will you bring to the role?   

We are looking for someone who is a great communicator, able to balance conflicting priorities and someone who is a whizz with excel. Having a data entry background or similar and the ability to compete complex processing using self-discovery, is essential to success within this role.

Other key skills required for the role include: 

  • Ability to manage changing priorities and strong time management skills
  • A high level of attention to detail
  • Ability to work both independently and within a team
  • High level of initiative, flexibility and problem-solving skills
  • Strong PC skills with a high level of familiarity with MS Office products
  • Possess and display a positive, enthusiastic attitude & strong work ethic
  • Knowledge of Employee Share Plans and the financial services will be highly regarded

Rewards designed for you   

Flexible work to help you find the best balance between work and lifestyle. 

Health and wellbeing rewards that can be tailored to support you and your family. 

Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well.   

Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future. 

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.

#LI-Hybrid

 


A company to be proud of
We're a global leader in financial administration with over 12,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.

Other facts

Tech stack
Communication,Time Management,Attention To Detail,Teamwork,Problem Solving,Excel,Initiative,Flexibility

About Computershare

Welcome to a world of potential

Computershare can genuinely be considered an Australian success story. From modest beginnings in 1978, we have become the recognised global leader in our field, employing over 12,000 people in around 90 offices worldwide.

Our success can be attributed to many factors, not least of which is our ability to attract and retain high calibre employees. With a strong focus on delivering certainty, ingenuity and advantage to our clients, we promote an entrepreneurial spirit and an enterprise-wide commitment to service excellence.

Our diverse portfolio of services and products across our entire group of companies, offers the opportunity to expand your skills, experience and responsibilities across a range of industries both locally and internationally. Opening up a world of potential for you.

If you are looking for that first step or next step in your career, we encourage you to visit careers.computershare.com, or please explore the rest of this site for more information about our business, culture and values.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Client Services Associate is responsible for the day-to-day delivery of high-quality service to clients and their employee plan participants. This includes managing client accounts, generating reports, and responding to inquiries.

Ready to join Computershare?

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Frequently Asked Questions

What does a Client Services Associate, Plans Business do at Computershare?

As a Client Services Associate, Plans Business at Computershare, you will: the Client Services Associate is responsible for the day-to-day delivery of high-quality service to clients and their employee plan participants. This includes managing client accounts, generating reports, and responding to inquiries..

Why join Computershare as a Client Services Associate, Plans Business?

Computershare is a leading Financial Services company.

Is the Client Services Associate, Plans Business position at Computershare remote?

The Client Services Associate, Plans Business position at Computershare is based in Melbourne, Victoria, Australia. Contact the company through Clera for specific work arrangement details.

How do I apply for the Client Services Associate, Plans Business position at Computershare?

You can apply for the Client Services Associate, Plans Business position at Computershare directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Computershare on their website.