Client Account Manager

Description

The PSG (Platform Solutions Group) Investment platforms business provides administration solutions through technology (Direct to Member wrap platform) and back office support to Superannuation Funds in Australia.

Direct to Member (DTM) is an online service and is heavily reliant on technology. The platform currently administers over 10,000 accounts covering managed funds, direct equities, cash, term deposits with an increasing investment universe.

The PSG Investment Platforms Client Service team is responsible for the day-to-day support of Superannuation fund clients and their administrators. Covering the major Superannuation funds in Australia, the Client Service team is the first point of contact for their clients. The successful candidate will be performing a number of diverse tasks such as ensuring queries are followed through to resolution, performing analysis of complex platform behaviours, ensuring month end billing is performed accurately.

Due to the continued growth of the platform business, an opportunity exists for a motivated wrap administrator to join the Client Service team within the PSG business.

This role is a 12mth contract ideally commencing beginning of September 2013.

Key Responsibilities

Requirements

August 1, 2013 • Tags:  • Posted in: Financial

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