▷ Immediate Start Mandarin Speaking Client Service Associate
6 days ago
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.
#J-18808-Ljbffr
-
Council of the City of Sydney, Australia Mediix Full timeOverview Community Occupational Therapist (Mandarin-Speaking) – Sydney Are you a passionate and driven Occupational Therapist fluent in Mandarin? We’re recruiting for an established, multidisciplinary allied health business that is dedicated to making a positive impact in the community. This is a mobile role with a focus on empowering clients to...
-
Mandarin Speaking Client Service Associate
1 week ago
Greater Sydney Area, Australia Robert Walters Full time $60,000 - $90,000 per yearAn exciting opportunity has arisen for a Client Service Associate to join a highly respected asset management and 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...
-
Client Service Manager
1 week ago
Council of the City of Sydney, Australia Anton Murray Consulting Full timeSydney Wealth Management Contract or Temporary We are seeking a Client Service Manager to join a leading global financial services firm in their Sydney or Melbourne office on an initial 12‑month contract, with the view to extend or transition to permanent. This role sits within The Asia Practice and is focused on supporting high‑volume,...
-
[Immediate Start] General Psychologist
4 weeks ago
Burwood Council, Australia Mediix Full timeOverview General Psychologist (Cantonese & Mandarin Speaking) – Location: Remote or On-Site (Chatswood, Hurstville, Burwood) We are currently recruiting on behalf of a well-regarded, multidisciplinary allied health group with multiple clinic locations across Sydney. This established provider is seeking a General Psychologist who is fluent in Cantonese...
-
Community Based Physiotherapist | Mandarin
3 weeks ago
Council of the City of Sydney, Australia Mediix Full timeOverview Community-Based Physiotherapist | Mandarin & Cantonese Speaking | Full-Time | Sydney Are you a passionate Physiotherapist looking to make a meaningful impact in the community? We’re currently recruiting for a full-time salaried position with a leading provider of community and multilingual allied health services across Sydney. This is an...
-
Client Service Associate
1 week ago
Melbourne City Centre, Australia HAYS Full timeMust have previous experience within wealth management in a client service support role **Your new role** The key function of the role is supporting two Financial Advisors with client administration related to financial planning. Typical role duties include: - Facilitate all administrative client queries - Client on-boarding, including preparation of...
-
Customer Success Specialist
2 weeks ago
Council of the City of Sydney, Australia Rzforex Full timeAbout Us We are a fintech company established in 2014, with our headquarters based in Sydney. Currently in a phase of rapid expansion, we have branch offices in Japan and the United Kingdom. We are committed to providing a diverse range of payment solutions to both individual and corporate clients worldwide. By maintaining close partnerships with multiple...
-
Client Services Associate
2 days ago
Council of the City of Sydney, Australia CMC Markets Full timeClient Services Associate page is loaded## Client Services Associatelocations: Sydneytime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 17, 2025 (29 days left to apply)job requisition id: CMC4857If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to...
-
Internship Mandarin Speaking
1 week ago
Sydney, Australia LLS AUS GROUP Full time**About us** Established and based in Sydney, Australia, LLS Advisory has been committed to providing our clients with comprehensive services including migration, education, visas, business operation, employment and training, and settlement in Australia from around the world. We have a team of experienced experts. **About the role** This is an internship...
-
Mandarin Freelance Interpreter
2 weeks ago
Council of the City of Sydney, Australia ContactLink Solutions Full timeMandarin - International Interpreters Language: Mandarin Are you a skilled interpreter looking for a flexible and rewarding opportunity? We are seeking talented individuals proficient in Mandarin and English to join our team of international interpreters. If you have a passion for languages and a commitment to providing excellent service, we want to hear...
