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Client Services Associate

3 months ago


Melbourne, Victoria, Australia Profusion PAC Pty Ltd Full time
Global and Reputable Fund Manager

  • Hybrid Working Arrangements | $82,500k Inclusive Of Super + Bonuses
  • Beautiful Office Located Centrally Within Melbourne CBD

Company Overview

Role Overview
The core purpose of the role will revolve around providing a strong level of service to current and prospective clients with a focus on fund queries and functions will include but will not be limited to;

  • Utilising multiple communication channels to assist current and prospective clients
  • Assist members with any changes to their account or investment platforms through policy or regulation
  • Deliver knowledge on a wide product suite to current and prospective clients
  • Ensure compliance of client instructions to multiple standards

Skills and Experience

  • RG146 qualified (preferred not essential)
  • Experience working withing a similar environment funds management, banking or superannuation within a contact centre
  • Strong analytical and problem solving abilities
  • Strong verbal and written communication skills
  • Relevant undergraduate qualifications (Bachelor of Commerce, Finance, Business)

What's on Offer
The opportunity to gain exposure to the investment management sector with this revered financial services organisation. They take pride for being known for their unique culture and promoting work life balance and flexibility. The role offers the unique chance to really accelerate your career development and upskill across different asset classes - a great way to get your foot in the door

Express your interest through the