Client Services

1 month ago


Sydney, Australia GOW Recruitment Full time

Excellent career progression
- Sydney CBD location
- $110k to $135k

Our client is a leading Fund Manager looking for an individual to assist with it's client and investor demands for its growing institutional business.

Your responsibilities will focus on completing all tasks and provide client service to all queries/issues raised by internal fund managers and its institutional clients.

Responsibilities & Tasks:

- Liaising with our third party registry provider, and direct investors.
- Keep the data information updated
- Client reporting
- Co-ordinate client meetings and presentations
- Ad hoc projects

Skills/ Knowledge:

- An aptitude for information technology including Excel.
- Good liaison skills across all levels of the organisation.
- Experience in client servicing.
- A solid understanding of the finance industry and financial markets.
- Previous Unit Registry, finance and/or banking background.
- Excellent communication skills both written and verbal.

Education and Experience:

- Ideally min 3 years of experience in fund management, Unit Registry or Global Custodian



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