Australia/New Zealand Financial Operations Professional
7 days ago
We're a company that's dedicated to bettering the investment universe by always putting our clients' interests first. Our mission is to provide unmatched service, continuous education, and unique perspectives on investing.
Role OverviewWe're seeking a highly motivated Client Service Associate to join our team in Sydney. As a CSA, you'll form relationships with high-net-worth clients to support them in navigating their financial futures.
The OpportunityYou'll be working closely with our proficient CSAs who positively impact our clients by managing all operational aspects of our firm's relationship with them. This includes communicating with clients, establishing and clearing accounts, and resolving documentation and transfer issues.
Responsibilities- Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
- Fulfill operational tasks between FIA and our top brokerage houses
- Establish and clear accounts and resolve documentation and transfer issues
- Work with Investment Counsellors (ICs) to ensure operational excellence for all client enquiries
To succeed in this role, you'll need:
- A University degree or equivalent combination of education and experience
- At least 1 year of experience in an operational or back-office capacity
- Commitment to maintaining quality of work while sticking to a timeline
- Ability to meet challenges head-on and learn from setbacks
- Engaging communication skills to connect with a wide array of audiences
We offer a collaborative working environment that practises ongoing training, educational support, and employee appreciation events. You'll have the opportunity to build a lifelong career with us and be part of our inclusive culture where diverse perspectives are valued.
BenefitsWe offer a competitive salary range of $60,000 - $80,000 per annum, paid premiums for our top-tier supplemental healthcare plan, super contributions at the applicable superannuation guarantee percentage, 20 days of annual leave, and 10 paid holidays. We also offer an Employee Assistance Program and other emotional wellbeing services, as well as a $10,000 fertility benefit for eligible employees.
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