Exciting opportunity for a Client Service Associate to join a leading Funds Management firm in Sydney!
This role is a fantastic opportunity for someone early in their career who wants hands-on exposure to institutional and retail investor servicing across a diverse range of equity strategies both domestic and global. You'll work closely with internal stakeholders and external clients, helping to shape a premium client experience in a fast-paced, collaborative environment.
Key Responsibilities:
- Coordinate client meetings and presentation materials
- Respond to investor queries via email and phone
- Manage relationships with external registries and service providers
- Support institutional and direct investor reporting
- Maintain client data in CRM systems
- Complete consultant and platform questionnaires
- Participate in client service projects and process improvements
- 1–2 years’ experience in financial services
- Tertiary qualification in Finance, Business or related discipline
- Strong communication and stakeholder engagement skills
- Excellent attention to detail and time management
- Proficiency with Microsoft Excel and PowerPoint; experience with Salesforce is a plus
- A collaborative mindset and customer-first attitude
- Understanding of equity markets and investment concepts