About Mason Stevens Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients' investment objectives via an unconstrained investment universe, and backed by exceptional client service.
Established in 2010, Mason Stevens is privately owned with circa A$8 billion of funds under administration and management. Led by some of Australia's most experienced finance and investment professionals, with over 80 staff nationally in Sydney and Melbourne.
About the role Our Client Services Team has an exciting opportunity for a Client Services Associate. This role is vital in delivering outstanding client service, building strong relationships, and fostering client loyalty while providing dedicated support to Mason Stevens clients. The primary focus is on delivering unmatched customer service at every interaction. If you have a passion for building client relationships and excel in a collaborative setting, we encourage you to join us in providing outstanding service at Mason Stevens.
Key Responsibilities Coordinate with advisers, the Dealing Desk, and SMA Desk for all trade instructions and query resolutions.Oversee daily cash instructions from advisers.Handle system and onboarding queries, negative cash reports, and communicate with advisers and clients regarding their accounts, including corporate actions, trades, and cash transactions.Manage day-to-day client investment queries and maintain communication at all levels.Follow up on applications and track any "work-in-progress" accounts.Collaborate with the Distribution team to train and support advisers in onboarding clients into the new wealth system.Gain expertise in the new wealth system to assist advisers with onboarding, trade orders, and cash placements.Work closely with Middle Office, Compliance, and Finance teams to provide seamless client support. Experience Required Proficient in Excel with strong analytical and numerical skills, supported by a solid tertiary or postgraduate educationExcellent interpersonal and technical abilitiesEager to develop process and product knowledge, and build strong relationships with advisersClear and concise communicatorHands-on approach to tasksSelf-motivated and driven to learn and growCollaborative team player, dedicated to delivering the highest level of service to advisers and clientsHighly organised, with strong prioritisation skillsProactive, focused, and attentive to detailOpen to feedback, self-development, and continuous learning Qualifications A tertiary qualification in Business, Economics, or Finance is desirable. About Mason Stevens Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients' investment objectives via an unconstrained investment universe and backed by exceptional client service.
Established in 2010, Mason Stevens is privately owned with circa A$7 billion of funds under administration and management. Led by some of Australia's most experienced finance and investment professionals, with over 70 staff nationally in Sydney and Melbourne.
Life at Mason Stevens At Mason Stevens, relationships matter to us, and by leaving our egos at the door, we can realise remarkable outcomes whilst supporting each individual to realise their potential.
We are committed to building and maintaining a diverse and talented team, backed by the belief that it is only by working together, that we will achieve our purpose; helping our Clients to realise better tomorrows.
We believe in keeping our 'minds wide open' and empowering people with the resources and trust needed to make a meaningful difference. We know an idea can only change lives if it happens, and value the kind of people who believe in being the change they seek and see opportunity in challenge.
Above all, we know you will be a great fit for us if you value people, show kindness and play fair.
How do I apply? To apply, please email [email protected] with your CV and cover letter.
Kindly note that Australian full work rights are required for this application. Only short-listed candidates will be contacted. Thank you for your understanding.