Exciting opportunity for an experienced 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 investor servicing across a diverse range of funds management products. 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:
- Provide tailored investment advice and account support
- Respond to investor queries via email and phone
- Manage relationships with external stakeholders
- Maintain client data in CRM systems
- Support marketing and sales activities
- Participate in client service projects and process improvements
- Minimum 4 years experience in financial services
- Tertiary qualification in Finance, Business or related discipline
- RG146 or willingness to undertake
- Strong communication and stakeholder engagement skills
- Excellent attention to detail and time management
- Proficiency with Microsoft Office
- A collaborative mindset and customer-first attitude