Senior Investor Services Officer

2 weeks ago

Melbourne, Victoria, Australia PARTALE Full time

About the Role

The Senior Investor Services Officer will play a critical role in ensuring the delivery of exceptional client services and support to internal and external stakeholders. This position will be responsible for providing expert advice and guidance on investment products and services, as well as managing relationships with key clients and partners.

Key Responsibilities

  • Provide high-level client services and support to investors in our retail and institutional funds, including responding to inquiries and resolving issues in a timely and professional manner.
  • Liaise with external stakeholders, including unit registry providers and other third-party vendors, to ensure seamless communication and collaboration.
  • Monitor and respond to client inquiries and concerns in a timely and professional manner, ensuring that all issues are resolved to the client's satisfaction.
  • Prepare and review reports and other documentation related to investment products and services, ensuring accuracy and completeness.
  • Identify and mitigate risks associated with the role, including adhering to regulatory requirements and internal policies and procedures.

About You

We are seeking a highly skilled and experienced professional with a strong background in investment services and client relations. The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.

  • At least 5 years of experience in investment services and client relations, preferably in a financial services firm.
  • Strong knowledge of investment products and services, including managed funds and other financial instruments.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
  • Ability to work effectively in a fast-paced environment, with a strong attention to detail and ability to prioritize tasks.
  • Relevant higher education qualification in a field such as finance, business, or a related field.

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