Customer Experience

2 weeks ago

Sydney, Australia FivePearls Funds Management Pty Full time

FivePearls is an investment management firm specialising in property backed managed funds. Our mission is to deliver high quality funds that prioritise integrity, security and client success. We’re looking for professionals with expertise in property and funds management who want to help shape the future of funds management. Join us to make a real impact in an investment landscape focused on accountability and results.

Function Overview

This role combines customer experience, fund administration, and some marketing coordination. The Customer Experience & Funds Administration will ensure seamless investor communication and fund administration to enhance investor relations and support the company’s brand presence.

Key Responsibilities:

Investor Communication & General Enquiries

- Act as the primary contact for investor inquiries related to general information, statements, tax documents, payments, and new investment opportunities.
- Provide clear, professional responses and ensure that investor queries are resolved in a compliant and timely manner.

Fund Administration & Compliance

- Manage investor group administration, including memberships, gifts, event invites, and ticket distribution.
- Handle investor complaints effectively, ensuring compliance with regulatory standards and maintaining high satisfaction.

Reporting & Updates

- Create and distribute monthly, quarterly, and yearly updates on fund performance for investors and internal teams.
- Develop informational materials for new funds and keep investors informed of any product developments or changes.
- Lead the design, content creation, and generation of reports, delivering clear insights and data for stakeholders.

Marketing Coordination & Content Creation

- Execute marketing strategies for investor engagement, including promotional activities, brand messaging, and event support.
- Produce and manage content for marketing materials, newsletters, investor updates, and digital channels.
- Collaborate with the marketing team to align messaging, maintain brand consistency, and enhance the investor experience.

Investor Relations & Engagement

- Oversee the administration and communication of investor groups, ensuring accurate records and strong relationship management.
- Organize investor events, roadshows, and engagement activities, coordinating with internal teams to maximize outreach.
- Foster transparent, consistent communication with investors, building trust and satisfaction through proactive engagement.

Performance Monitoring & Insights

- Track the performance of investor communication and engagement initiatives, gathering insights to improve processes and outcomes.
- Utilise CRM tools, Titanium software, and advanced Excel skills for tracking, reporting, and enhancing investor interactions.

Required Skills & Qualifications

- Experience:Minimum of 3 years in accounting, fund administration, marketing, or a related field (preferred).
- Technical Skills:Proficiency in CRM platforms, Titanium software, and advanced Excel for reporting and data management.
- Communication & Content:Exceptional written and verbal communication skills, with a focus on content creation, report design, and investor communication.
- Marketing & Coordination:Ability to develop and coordinate marketing strategies and create high-quality content for investor communications.
- Collaboration & Adaptability:Experience working with cross-functional teams, including Business Development, to align on investor relations and marketing strategies.

#J-18808-Ljbffr

  • Customer Experience Designer

    1 week ago

    Sydney, Australia NSW Government -Department of Customer Service Full time

    **Customer Experience Designer, Ongoing, locations are flexible across NSW with hybrid working** An exciting opportunity has arisen for a Customer Experience Designer to join the Customer Experience team within Strategy and Innovation in Revenue NSW. ***To be successful in this role you will demonstrate**: - Proven experience in conducting qualitative...

  • Customer Experience

    2 days ago

    Sydney, Australia Sustaindigital Full time

    The Customer Experience & Delivery Lead is responsible for leading the delivery of our clients products and services across the public sector. This position drives the creation of a cohesive experience for every customer interaction from enquiry and check-out through to attendance and post-activity feedback across the website, learning and event activities,...

  • Customer Experience

    7 days ago

    Sydney, New South Wales, Australia Creative Activation Full time $60,000 - $90,000 per year

    *Creative Activation* is a leading provider of outsourced sales/merchandising teams and retail customer experience measurement campaigns in Australia & New Zealand. We pride ourselves on delivering outstanding performance for our partners by developing passionate people that are ready to work in the evolving retail environment.*About the Role*We are on the...

  • Customer Experience

    7 days ago

    Sydney, New South Wales, Australia Scape Full time $50,000 - $80,000 per year

    Location: Sydney CBD - Scape Darling SquareEmployment type: Full-timeWHO WE ARE? Scape's vision is to be the Earth's best living company (so you can see straight off the bat we are a conservative bunch). We are a leading provider of student accommodation in Australia. We currently have the capacity to provide a home to 19,000 students (and are growing)...

  • Skydive Instructor Skydive Australia

    2 days ago

    Sydney, Australia Experience Co Full time

    **Who are we?** **Skydive Australia** forms a part of the **Experience Co. group** (ASX: EXP) which is an adventure tourism company founded in 1998 with the vision of becoming the largest and most respected adventure tourism company in the world. We offer the best of the best in adventure experiences with numerous locations throughout Australia and New...

  • Customer Experience

    2 days ago

    North Sydney Council, Australia Blackhawk Network Full time $90,000 - $120,000 per year

    About Blackhawk Network:Today, through BHN's single global platform, businesses of all kinds can tap into the world's largest network of branded payment solutions. BHN helps businesses grow revenue, increase loyalty, motivate and reward their teams, disburse funds and engage consumers. Branded payment solutions include the issuance and distribution of gift...

  • Customer Experience

    2 days ago

    Sydney NSW, Australia Scape Student Living Full time

    Location: Sydney CBD - Scape Darling SquareEmployment type: Full-timeWHO WE ARE?Scape's vision is to be the Earth's best living company (so you can see straight off the bat we are a conservative bunch). We are a leading provider of student accommodation in Australia. We currently have the capacity to provide a home to 19,000 students (and are growing) and we...

  • Customer Experience Coordinator

    2 days ago

    Sydney, Australia Coco & Lola Full time

    **Customer Experience Coordinator** **FULL TIME & CASUAL | Head Office** **Coco & Lola** is a progressive multi-brand womenswear fashion omni channel retailer representing a premium curation of Australian designers. Home of Australian fashion, **Coco & Lola** has flagship boutiques located in Sydney, Melbourne and Perth and is leading the way in creating...

  • Head of Customer Experience

    4 days ago

    Sydney, Australia humm Full time

    **hummgroup **(ASX-HUM) is one of Australasia’s most successful and enduring fintech organisations with a proud legacy of rewriting the playbook for digital spending. We help people buy everything, everywhere, every day. Our product ecosystem of instalment products, credit cards, and business financing products has been designed around the core needs of...

  • Customer Experience Lead

    1 day ago

    Sydney, New South Wales, Australia JSHealth Vitamins Full time $120,000 - $140,000 per year

    We are a leading, science-focused vitamin and wellness brand that provides targeted formulas to empower our community to feel their best. We are seeking a passionate, strategic and operationally strong Customer Experience Lead to join our team. You will be managing the team, responsible for customer support operations, while driving transformational...