Client Service Operations Specialist
18 hours ago
The Client Operations team is a vital part of our organization, supporting the operational aspects of our fund investors across Europe and Asia. As a Client Service Operations Specialist in Sydney, you will focus on our Australia domiciled funds, providing superior service to investors directly or indirectly as part of the Responsible Entity and fund manager/product issuer responsibilities.
Key Responsibilities:- Monitor, support, and oversee the outsourced unit registry's overall service delivery, including applications, transactions, maintenance, AML/KYC, and distributions.
- Ensure that investors' queries are answered in a consistently prompt and professional manner, addressing concerns related to platform agreements and management fee rebates.
- Manage platform and Management Fee Rebates (MFR) agreements and payments, coordinating drafting and negotiation with Legal & Compliance and Sales teams.
- Conduct distributor oversight, including AU DDO reporting and due diligence, ensuring compliance with regulatory requirements and industry standards.
- Liaise with Europe-based Tax and Fund Administration teams for custody, fund account, and financial reporting matters, leveraging ATO business portals for tax reclaim certification.
- Demonstrate effective written and oral communication skills, collaborating with diverse groups including external parties and senior business leaders.
- Develop in-depth knowledge of the AU managed funds industry, client services, mutual funds, applicable regulation, industry guidelines, practices, trends, and technology.
- Evaluate and address data confidentiality and security concerns when dealing with stakeholders.
- Showcase expertise in investor servicing and related processes, including CG AU funds' PDSes and IIRs, specific regulatory constraints, and general CG best practice guidelines.
Estimated Salary: $80,000 - $110,000 per annum, based on location and industry standards.
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Client Service Operations Specialist
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Client Services Operations Specialist
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Client Service and Operations Specialist
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Client Operations Specialist
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Client Operations Specialist
4 weeks ago
Sydney, New South Wales, Australia Capital Group Full timeThe Client Operations team at Capital Group is responsible for supporting the operational aspects of our fund investors across Europe and Asia. As a Client Operations Specialist, you will focus on our Australia domiciled funds, working independently to provide superior service to investors, directly or indirectly, as part of the Responsible Entity and fund...
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Client Operations Specialist
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Sydney, New South Wales, Australia Capital Group Full timeJob SummaryThe Client Operations team at Capital Group is seeking a highly skilled and detail-oriented individual to join our Sydney office as a Fund Operations Analyst. As a key member of our team, you will be responsible for providing exceptional service to our investors, ensuring the accuracy and timeliness of investor reporting, and monitoring the...
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Sydney, New South Wales, Australia Richemont Full timeKey Responsibilities:As a Client Relations Specialist at Richemont, you will be responsible for providing exceptional customer service to all Richemont brands and their customers. This includes managing daily operations, such as inventory control, shipments, and return goods, as well as supporting Client Contact/Operations/Logistics Specialists/Supervisor...
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Client Operations Specialist
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Sydney, New South Wales, Australia Capital Group Full timeJob SummaryThe Client Operations team at Capital Group is seeking a highly skilled and detail-oriented individual to join our team as a Client Operations Analyst. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring accurate and timely processing of investor transactions, and maintaining the highest...
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Sydney, New South Wales, Australia Capital Group Full timeThe Client Operations team at Capital Group is responsible for supporting the operational aspects of our fund investors across Europe and Asia. As a Client Operations Analyst in Sydney, you will focus on our Australia domiciled funds, working independently to provide superior service to investors.Key Responsibilities:Monitor and support the outsourced unit...
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Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Client Service Help Desk SpecialistWe are seeking a highly skilled Client Service Help Desk Specialist to join our team at Anton Murray Consulting. The successful candidate will be responsible for providing exceptional client service to our clients and support personnel.Key Responsibilities:Develop a deep understanding of assigned clients,...
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Senior Client Services Specialist
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