Responsibilities

- To provide excellent customer service ensuring clients and employees receive prompt responses to requests and queries in line with departmental requirements.
- Develop an in-depth knowledge of ESP fundamentals and taxation implications.
- The ability to confidently utilize SREG (in-house share registry software system) and run any report available on SREG for clients.
- Ensure compliance with Boardroom’s policies, procedures and audit processes.
- Completing daily transactions for a variety of different clients.
- Complete bank and trust account reconciliations.
- Ensure effective and accurate communication with all stakeholders.
- Identify and recommend improvements to current procedures, risk management, processes and client servicing arrangements.
- All incidents and complaints with impact to clients, investors and/or BoardRoom to be promptly logged into CAMMS portal.



Incidents and Complaints to be logged within 24 hours of detection.
- All incidents and complaints to be investigated and closed out promptly upon being raised by staff members. Incidents and Complaints to be investigated (and CAMMS updated) within 72 hours of being raised and closed out within 1 week.

Requirements

- Strong understanding of internal business functions.
- Excellent verbal and written communication skills.
- Organisational skills.
- Attention to detail.
- Problem solving skills.
- Accountability and ability to prioritise work.
- Ability to work under pressure and meet deadlines.
- Positive and energetic manner.
- This position can be based in either Sydney or Melbourne and is open to both full time and contract candidates.

📌 Client Service Associate, Employee Benefits Solutions (Sydney)
🏢 BoardRoom Group
📍 Sydney