Client Services Associate

3 days ago

Manly West, Queensland, Australia Pallas Capital Full time
Overview

Due to continued growth at Pallas Capital, there is an opportunity for a Client Services Associate to join the team in our Manly office. The role involves supporting the Client Services team in all aspects of client service, including client communications, investor onboarding and KYC, application processing, capital calls, unit register administration, end of period interest payment processing and reconciliations, addressing client service queries from both onshore and offshore clients, and translating any necessary documents in Mandarin.

Key Responsibilities
  • Liaising with clients and distribution team members
  • Processing onboarding forms
  • Conducting client KYC in accordance with our AML / CTF Policy
  • Creating investor applications
  • Emailing investor applications to clients
  • Processing investor applications
  • Handling investor application queries from clients and distribution team members
  • Following up on outstanding applications in line with Pallas SLA's
  • Matching incoming funds with applications and issuing unit certificates
  • Processing redemptions
  • Reviewing interest payment calculations
  • Performing month-end reconciliations
  • Maintaining the CRM database
About You
  • Completed or currently studying a degree in finance or a business-related discipline
  • Bilingual proficiency in Chinese (Mandarin) at or near native level, with strong English skills
  • Demonstrated understanding of Asian cultural norms, values, and business etiquette, with the ability to apply this knowledge effectively in client engagement and relationship management
  • Strong analytical and problem-solving acumen
  • Proficient in Excel and Word
  • Interest in financial markets and commercial real estate
  • Proactive attitude, attention to detail, and ability to multitask
  • Strong written and verbal communication skills
Details
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Finance and Customer Service

Please submit your application by clicking the 'Apply' button below and ensure you include your full CV.

Please note that due to the volume of applications, only shortlisted candidates will be contacted. We appreciate your understanding.


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