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Financial Services Associate

2 months ago

Sydney, New South Wales, Australia Fisher Investments Full time
About the Role

Fisher Investments Australasia Pty Ltd is seeking a highly motivated and detail-oriented individual to join our team as a Client Service Associate. As a key member of our operations team, you will play a critical role in supporting our high-net-worth clients and ensuring the smooth execution of our firm's relationship with them.

Key Responsibilities
  • Client Support: Provide exceptional support to our clients, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Operational Tasks: Fulfill various operational tasks, including managing accounts, resolving documentation and transfer issues, and working with our Investment Counsellors to ensure operational excellence.
  • Communication: Communicate effectively with clients and internal stakeholders, both verbally and in writing, to ensure seamless communication and collaboration.
  • Quality Control: Maintain high standards of quality and accuracy in all aspects of your work, ensuring that our clients receive the best possible service.
Requirements
  • Education: A University degree or equivalent combination of education and experience.
  • Experience: At least 1 year of experience in an operational or back-office capacity.
  • Skills: Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Personal Qualities: A commitment to quality and accuracy, with a strong attention to detail and a proactive approach to problem-solving.
About Fisher Investments Australasia

Fisher Investments Australasia Pty Ltd is a leading provider of investment management services, dedicated to helping our clients achieve their financial goals. We are committed to providing exceptional service and support to our clients, and we are seeking a talented and motivated individual to join our team.