Customer Service Representative - Casual
Core
Deliver exceptional service to clients and securityholders by managing requests, maintaining the securityholder register, and processing specialized transactions like Deceased Estates and Off Market Transfers.
Role type
Customer Service Representative
Builds
Client and securityholder request outcomes
Domain
Financial services / Securities administration
Deliverable
client delivery
Required skills
Strong verbal and written communication, excellent customer service, discipline, flexibility, strong documentation and organisational skills, stakeholder management
Responsibilities
Maintain and update the securityholder register, review and process securityholder requests using bespoke software, organise correspondence between Computershare and securityholders, action requests in line with Australian laws and ASIC regulations, handle general maintenance tasks including name/address/payment/tax changes, learn and deliver on specialised processes such as Deceased Estates and Bankrupt Estates