Job Description
As a Senior Associate, Investment Services you will support the Global Investment Service by ensuring excellence in operations, client services, risk management, and vendor liaison to deliver a superior client experience.Key Accountabilities:Onboarding clients into GIS.Onboarding new funds into GIS.Processing and reviewing investment orders.Ongoing reviews and updating of client investment accounts.Support front line distribution business client requests and queries.Engage with suppliers to ensure effective collaboration.Identify and implement business improvement initiatives.Ensure proper management and organization of records.Daily reconciliation of accounts and holdings.What’s in it for me?You’ll play a significant part of the future of a business that has been around for 200 years. Our purpose is to create better futures together. So, we’ll back you in the development of your career, internal career prospects, and flexible working. You’ll also keep learning to grow your career, backed by a fantastic team of people with a can-do, supportive structure. Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.
Responsibilities + Skills
Education
We are a collaborative team of passionate people with a shared ambition to make a difference for our customers, our communities and each other. At Westpac, making a difference means creating impact, unlocking our own and each others passions, and transformative success stories to create better futures together.
Experience