Client Services Assistant Manager
2 weeks ago
About the Opportunity
At 481 FIL Investment Management (Australia) Limited, we're committed to helping our clients build better financial futures. As a key member of our Customer Excellence team, you'll play a vital role in ensuring our clients receive exceptional support and service.
About Your Team
Our Client Services team is dedicated to delivering outstanding support to our clients and colleagues. As a team member, you'll work closely with our Associate Director and Client Services senior manager to provide invaluable support and enable sales functions through the business.
About Your Role
You'll be a vital source of first-line support, handling and resolving a wide range of issues from clients, including direct investors, financial advisers, and wholesale intermediaries. Your responsibilities will include:
- Managing the establishment of new client account openings, ensuring all documentation is received, verified, and accurately recorded.
- Answering phone and email enquiries, processing requests, and managing complaints.
- Managing fee rebate payments and facilitating RFP requests from Wholesale and Institutional clients.
- Supporting the research function within the Wholesale Sales team by maintaining research databases and providing regular and ad-hoc reporting and competitor analysis.
- Preparing client reporting needs and driving process improvements within the Client Services team.
- Explaining our products and services to clients, ensuring they get the best out of our tools.
About You
We're looking for someone with solid experience in customer service, distribution, and/or product environments within Funds Management. You'll need to be RG146 compliant, have experience completing RFP documents, and have knowledge of the Funds Management ecosystem. If you're a leader, a pro-active member of a small team, and can explain complex information in a clear and understandable way, we'd love to hear from you.
Feel Rewarded
We offer a comprehensive benefits package, value your wellbeing, and support your development. We're flexible about where and when you work, finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
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