▷ Immediate Start Mandarin Speaking Client Service Associate

4 weeks ago

Council of the City of Sydney, Australia ROBERT WALTERS AUSTRALIA Full time

Overview

An exciting opportunity has arisen for a Client Service Associate to join a highly respected asset management firm based in Manly. As part of a close-knit team, you will play a pivotal role in supporting clients from Australia, New Zealand, and Asia, ensuring seamless investor onboarding, efficient application processing, and responsive client communications.

As a Client Service Associate, you will become an integral part of a dedicated team focused on providing exceptional support throughout every stage of the client journey. Your day-to-day activities will involve managing investor onboarding processes, conducting KYC checks in line with strict compliance standards, processing applications efficiently, reconciling payments, and responding thoughtfully to client queries. You will also have the opportunity to use your bilingual Mandarin skills to bridge communication gaps between stakeholders. Success in this role comes from your ability to multitask effectively while maintaining meticulous attention to detail; your proactive approach ensures that all client needs are met promptly. By collaborating closely with colleagues across various functions, you will help foster an environment where teamwork thrives and every client feels valued.

Responsibilities

- Liaise with clients and distribution team members to ensure all communications are handled promptly, professionally, and with cultural sensitivity.

- Process onboarding forms accurately while maintaining compliance with internal policies and regulatory requirements.

- Conduct thorough client Know Your Customer (KYC) checks in accordance with Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) policies.

- Create investor applications and manage the end-to-end process including emailing applications to clients, handling queries, and following up on outstanding documentation.

- Match incoming funds with corresponding applications efficiently before issuing unit certificates to investors.

- Administer capital calls, process redemptions, review interest payment calculations, and perform month-end reconciliations to ensure accuracy across all transactions.

- Maintain the CRM database by updating client records regularly and ensuring data integrity at all times.

- Address client service queries from both local and international clients with empathy, professionalism, and attention to detail.

- Translate documents between English and Mandarin as required to facilitate clear communication with stakeholders.

- Collaborate closely with colleagues across departments to deliver seamless service outcomes for clients.

Qualifications & Requirements

- Experience in client service within asset management or financial services preferred.

- KYC/AML/CTF compliance experience or strong willingness to learn and implement compliance standards.

- Ability to multitask with meticulous attention to detail and a proactive approach.

- Strong communication skills with fluency in English; professional working proficiency in Mandarin is desired to bridge communications between stakeholders.

- Location: Sydney CBD; on-site work required.

- Second Language: Chinese - Professional working; Language: English - Bilingual.

- Salary: Negotiable.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

How to Apply

To apply please click Apply or call Chloe Maher on +61 2 8289 3190 for a confidential discussion.

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