Client Services Associate

6 months ago


Brisbane, Australia Perigon Group Full time

Fast growing, Boutique Investment Manager Provider.
- Brisbane CBD, Head Office with Hybrid Working.
- Impressive Growth, Fantastic Culture.

**The Organisation**

Our client, a reputable, fast growing investment manager and fund services organisation specialising in providing best-in-class local and global investment management solutions. They are looking for an experienced client services associate to join their growing client services team and do a varied role across a number of client groups.

**The Role**

The Client Services Associate will work closely with the Head of Client Services on client deliverables, report creation, RFP document coordination and streamlining the client investment experience. More specifically your responsibilities will be:

- Design, development, execution and delivery of external and internal regular and ad hoc reporting
- Delivery of client and asset consultant standing and ad-hoc requests in an accurate and timely manner
- Assure the smooth operation of the department when responding to internal and external requests

**About You**
- Degree qualification in finance related field (Economics, Commerce, Business) OR equivalent experience
- RG146 highly regarded
- Demonstrated high-quality processing and detail driven experience
- Strong attention to detail
- Work experience or internship in a corporate role is advantageous
- Proficiency in Microsoft excel and a keen interest in financial services is essential

If this sounds like you, APPLY NOW



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