Client Service Professional
1 day ago
BoardRoom Australia is seeking a motivated Junior Client Service Manager to join their dedicated team in Sydney. This role provides an excellent opportunity for career growth and development in financial services.
- Key Responsibilities:
- Support the management of a portfolio of unlisted fund clients under the guidance of senior team members.
- Maintain accurate client registers using our internal registry system.
- Coordinate client communications, including reporting and updates.
- Participate in client meetings and assist with follow-up actions and documentation.
- Collaborate with internal teams to ensure smooth service delivery.
- Contribute to process improvements and team initiatives.
To be successful in this role, you will have:
- Full working rights in Australia.
- Some experience or exposure to client services, fund administration, or financial services (internships or entry-level roles welcome).
- A basic understanding of registry operations or a strong willingness to learn.
- Excellent communication and interpersonal skills.
- Strong attention to detail and ability to manage multiple tasks.
- Proficient in Microsoft Excel and other Microsoft Office applications.
- A proactive, collaborative mindset and eagerness to grow professionally.
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