Client Services Officer

3 months ago

Melbourne, Australia Warakirri Asset Management Full time

**Company Description**:
**About your new working environment**

Warakirri Asset Management Ltd (Warakirri) is a leading Australian funds manager and offers specialist investment vehicles and services to retail and wholesale investors with a focus on ethical investment, actively managed equities and agriculture. Warakirri also acts as investment manager for a number of agricultural entities that have operations across row-crop, dairies and cotton operations. We are a private company, 100% owned by our directors and employees, and we have a Board of Directors with majority independent director representation.

**Job Description**:
**About your new job**

If you’ve just graduated with a degree in economics, finance, or business, this is the perfect opportunity for you. As a Client Services Officer with us, you'll dive headfirst into a growing asset management company, working closely with a national distribution team and seasoned marketing professionals.

You'll get hands-on experience with our diverse portfolio, including agriculture, equities, emerging markets, and more. Plus, you'll be mentored by our Head of Distribution and trained in financial markets, investment products, and the latest financial software. If you've got a rural background or a connection to farming, that's a big plus
- We offer flexible working arrangements, with 2 days in the office (Melbourne CBD) and 3 days from home.**Key responsibilities include, but aren’t limited to**:

- Address investor queries and manage recurring and ad-hoc reporting requests, including audits.
- Ensure compliance with Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) requirements and manage authorised signatories.
- Set up new client accounts, liaising with the unit registry for any account-related queries.
- Assist team members with administrative tasks across various product offerings, including equities, cash, currency, real estate, and agribusiness.
- Support marketing efforts by aiding in client events, reviewing marketing materials, and preparing presentation booklets for existing and prospective clients.
- Log and monitor client meetings, maintain CRM systems, and attend investor functions when required.
- Collaborate professionally with team members across Marketing, Operations, Finance, and Investment Management to deliver outstanding investor services.

**Qualifications**:
**About you**
- You just graduated and gained a degree in economics, finance, business or similar.
- You enjoy working in a team and sharing information with other team members.
- Excellent written and verbal communication skills.
- Highly motivated, energetic, and capable of working autonomously.
- Strong attention to detail and organisational skills
- If you've got a rural background or a connection to farming, that's a big plus

**Additional Information**:
**What makes Warakirri unique?**
- Part of a **growing organisation **that works across multiple business platforms.
- We have a workplace that values **inclusion **and where **everyone is welcome and respected **. This results in a caring and supportive team environment.
- **Work-life balance **is important to us, and we have several options, including flexible and remote working arrangements.
- There are several **social events **throughout the year, not just for you, but also for your family.
- We will invest in your future with ongoing **Learning and Development **opportunities.
- Our **Employee Assistance Program **includes free confidential counselling sessions for employees and their immediate family members for personal or work-related issues. We care about your **health and wellbeing **and have designed a wellbeing calendar with a purpose.
- Agencies please note: this vacancy is being managed directly by Warakirri's Talent Acquisition team. We will contact our preferred agency partners should we require additional support. Thank you._

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