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Financial Services Relationship Manager
1 month ago
Perigon Group, a dynamic financial services company, is seeking a highly skilled Client Operations Officer to deliver innovative investment solutions for leading managers and clients. As a key member of the team, you will play a vital role in supporting the client investment experience by ensuring seamless transaction execution, managing client relationships, and liaising with service providers.
Key Responsibilities:
- Monitor vendor relationships and performance to maintain high standards of service quality.
- Assist clients with fund applications and manage investor inquiries to ensure exceptional customer satisfaction.
- Track deliverables and process client instructions accurately to meet tight deadlines.
- Collaborate with internal teams to enhance service delivery and resolve issues efficiently.
- Contribute to process improvements, investor statement management, and procedural documentation to drive business growth.
About You
You are an excellent communicator and proactive problem-solver with strong organizational skills. You thrive in fast-paced environments, consistently deliver high-quality results, and bring a keen eye for detail. Experience in financial services is preferred, but not essential.
Qualifications
- Bachelor's degree in Business, Finance, or a related field (preferred)
- Experience in client services or customer support, ideally in financial services
- Proficiency in MS Office, particularly Excel, and adaptability to new systems
Estimated Salary: AU$60,000 - AU$80,000 per annum
