Client Service Associate

4 weeks ago

Sydney, New South Wales, Australia Buscojobs Full time

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 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 :

  • Respond to investor queries via email and phone
  • Manage relationships with external stakeholders
  • Provide investment advice and account support
  • Maintain client data in CRM systems
  • Support marketing and sales activities
  • Participate in client service projects and process improvements

What You'll Bring :

1–2 years' experience in financial servicesTertiary qualification in Finance, Business or related disciplineStrong communication and stakeholder engagement skillsExcellent attention to detail and time managementProficiency with Microsoft OfficeA collaborative mindset and customer-first attitude

APPLY NOW or email your CV to

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