Client Implementation Officer

1 week ago

Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

Contract type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Operations

Industry: Financial Services

Salary: AUD75,000 - AUD100,000 per annum

Workplace Type: No

Location: Sydney

FULL_TIME

Consultant: Charlotte Nairn

Job reference: /001

Date posted: 18 April 2024

sydney banking-financial-services/operations financial-services Sydney New South Wales AU AUD YEAR Robert Walters true

Our client, a global leader in asset management with over $4.1 trillion in AUM, is seeking a Client Implementation Officer. This role offers the opportunity to work within an organisation that is committed to investing responsibly to enable economic prosperity and social progress. This role is perfect for someone who is passionate about financial markets, has strong organisational skills, and is committed to delivering high-quality service.

What you'll do:

  • Coordinate and implement all stages of client onboarding, business changes and new business installations.
  • Interact with key stakeholders including Investment Operations team, Client Relationship Managers, Client Service team, Portfolio Managers, and third-party providers.
  • Ensure efficient coordination and timely completion of any business changes and new business implementation events.
  • Participate in project and continuous improvement work streams.
  • Support reviews of new mandates and products to understand inherent risks involved.
  • Follow a Risk excellence framework by undertaking regular reviews of operational procedures and controls.

What you bring:

  • Proven ability to work under pressure and manage multiple priorities while maintaining high quality of service.
  • Minimum 5 years' experience in a similar role from either an Investment Manager or Global Custodian.
  • Strong English language skills, both written and verbal.
  • Demonstrated ability to meet deadlines.
  • High attention to detail required.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Charlotte Nairn on for a confidential discussion.

Our client, a leading investment management firm, is seeking a Business Development Associate to join their Sydney team. The successful candidate will have the chance to work in a fast-paced environment, providing support to the wholesale business development team. With exposure to all facets of the business and excellent potential for career progression, this role is perfect for someone with a passion for finance and a commitment to succeed.

We are seeking a dedicated and enthusiastic Business Development Associate to join our dynamic team. This role is an exciting opportunity for someone with a keen interest in the funds management industry, looking to make a significant impact by supporting our distribution team in increasing funds under management. The successful candidate will have the chance to work with various teams, drive strategic sales activity, and provide exceptional service to our boutique partners.

Our client is seeking a dedicated and detail-oriented Performance Analyst to join their dynamic team. This role offers an exciting opportunity to play a pivotal part in evaluating and analysing the performance of various investment strategies, providing valuable insights that enhance decision-making and improve client outcomes. The successful candidate will have the chance to collaborate with portfolio managers and investment teams, understand investment objectives, and contribute significantly to the development of performance measurement methodologies and tools.

They are open to candidates coming from fund operations, middle office, corporate actions and unit pricing who are keen to progress into a performance role.

Our client, a leading funds management platform, is seeking a Relationship Manager to join their growing team. This role is pivotal in nurturing and maintaining client relationships, ensuring exceptional service delivery, and driving business growth. The successful candidate will be the primary point of contact for clients, understanding their needs, and collaborating with internal teams to deliver tailored solutions. This is an exciting opportunity to work in a dynamic environment where your commitment to customer service and ability to build strong relationships will be highly valued.

The officer is responsible unit registry specifically dedicated to unlisted or private investments within an organization. Unlisted investments refer to assets that are not publicly traded on stock exchanges, such as private equity, venture capital, real estate, or other alternative investments.

Opportunity to work with an established financial services firm
Fast-paced environment that values integrity, entrepreneurship and empowerment
Integral role in assisting deal teams on new investment analysis and strategy development

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.

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