Client Services Associate

4 weeks 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.


#J-18808-Ljbffr

  • Client Services Associate

    4 weeks ago

    Manly West, Queensland, Australia Pallas Capital Full time

    OverviewDue 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...

  • Sales Administration

    2 weeks ago

    Manly West, Queensland, Australia Migration Services Full time $60,000 - $72,000 per year

    We are a growing migration services business, dedicated to supporting migrants with their visa pathways. To expand our reach, we are seeking a motivated and experienced professional with a background in the international education industry.The RoleWe are looking for a dynamic Sales & Administration Officer to join our team. You will play a key role in...

  • Travel Advisor

    4 weeks ago

    Manly West, Queensland, Australia Flight Centre Travel Group Full time

    OverviewHere at Travel Associates, we are one of a kind - Australia's leading luxury travel agency, certified great place to work, and known for delivering the best client service in the industry. We are growing our business with ambitious travel consultants to curate one-of-a-kind holidays and authentic experiences to our discerning clientele.Your...

  • Travel Advisor

    4 weeks ago

    Manly West, Queensland, Australia Flight Centre Travel Group Full time

    OverviewHere at Travel Associates, we are one of a kind - Australia's leading luxury travel agency, certified great place to work, and known for delivering the best client service in the industry. We are growing our business with ambitious travel consultants to curate one-of-a-kind holidays and authentic experiences to our discerning clientele.Your...

  • Customer Service Agent

    4 weeks ago

    Manly West, Queensland, Australia Naked Wines Full time

    1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Overview Naked Wines, a global company in the consumer goods industry, is seeking a passionate and driven individual to join their team as a Customer Service Representative. Naked Wines is dedicated to connecting its Angels with world-class...

  • Customer Service Agent

    4 weeks ago

    Manly West, Queensland, Australia Naked Wines Full time

    1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.OverviewNaked Wines, a global company in the consumer goods industry, is seeking a passionate and driven individual to join their team as a Customer Service Representative. Naked Wines is dedicated to connecting its Angels with world-class wines made by...

  • Manly QLD Housekeepers Wanted – Local Clients, Weekday Work

    1 week ago

    Manly West, Queensland, Australia Get You Full time $32,400 - $44,500 per year

    Housekeepers Wanted – Manly (QLD) and Surrounding AreasJoin Get You Housekeeping, a trusted company with 14 years of experience providing professional housekeeping services across Sydney and Brisbane. We specialise in regular weekly housekeeping for private homes: no commercial sites, no gig work, just consistent, local clients who value reliability.If you...

  • Speech Pathologist

    3 weeks ago

    Manly West, Queensland, Australia Mediix Full time

    We are excited to present a fantastic opportunity for a Speech Pathologist to join a well-established multidisciplinary private practice committed to delivering high-quality, client-centered care to individuals of all ages.As a Speech Pathologist, you will have the chance to work with both adults or children, making a meaningful impact on their communication...

  • Senior Client Services Manager

    5 days ago

    West End, Queensland, Australia Catalina Talent Advisory Full time $80,000 - $120,000 per year

    ABOUTJoin a financial planning firm that puts your expertise and passion first. With a skilled team of advisors and dedicated support staff across multiple locations nationally, the firm prides itself on understanding each client's unique situation, risk profile, and goals. You'll have the opportunity to craft tailored strategies that maximise wealth through...

  • Paediatric Occupational Therapists

    7 days ago

    Manly West, Queensland, Australia Tyack Health Full time $90,000 - $120,000 per year

    Paediatric Occupational Therapists: Seeking like-minded practitioner for our connected team· Located - Brisbane East· Values-driven practice with a strong focus on patient care· Nurturing, compassionate cultureAt Tyack Health, we believe in therapy that is caring, collaborative, and full of passion — for our clients and our team.  We're searching for a...