
Asset Management Client Services Associate
18 hours ago
Sydney- Asset Management- Contract or TemporaryOur client is a full-service asset manager, with offices across the globe. They are currently seeking a well-spoken Client Services Associate to join their Reporting team.
In this operational role, you will be part of the Asset Management Reporting team who are responsible for the delivery of investor reporting services and correspondence for retail, wholesale and institutional clients across our client’s Investment businesses. Further responsibilities include:
- Execution of client correspondence and fund performance reporting in accordance with timeframes and business requirements, whilst ensuring accuracy
- Liaising with various external service providers to ensure accurate and timely distribution of client correspondence and will be responsible for document maintenance including drafting and reviewing correspondence
- Delivering fund information to clients in accordance with timeframes and business requirements, whilst ensuring client expectations and internal KPIs are met.
- High level of engagement with key internal stakeholder, such as Fund Accounting, Product Managers, Legal and Compliance
- The desire to provide exceptional client service and the ability to work well in a small team
- Excellent organisational skills and the ability to meet deadlines in a fast-paced environment
- Have excellent verbal and written communication skills, whilst maintaining a strong attention to detail
- At least 3 - 5 years’ previous experience working in a similar environment
This is an exceptional opportunity to work for a great global asset manager
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Asset Management
18 hours ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Asset Management- Contract or TemporaryThis role will be initially hired as a maternity leave contract for 18 months with a high chance of converting to permanent. **RESPONSIBILITIES** - Owning the end-to-end fund rebate process for the Australian Unit Trust clients, including Preparing instructions to transfer agencies and internal departments of...
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Investor Relations Associate
2 weeks ago
Sydney, New South Wales, Australia Wilson Asset Management Full time $90,000 - $120,000 per yearJoin Wilson Asset Management as an Investor Relations AssociateLocation: Sydney, NSWAbout UsWilson Asset Management manages $6.0 billion in funds under management for over 130,000 retail shareholders. We are the proud founder and lead supporter of Future Generation, Australia's first LICs to deliver both investment and social returns.Are you passionate about...
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Asset Manager Associate
3 days ago
Sydney, Australia AXA Investment Managers Full timeAsset Manager Associate Sydney, Australia - Hybrid Permanent At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper. As a future Asset Manager Associate,...
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Client Service Associate
1 week ago
Sydney, Australia Certane Full time**Client Services Associate - Corporate Trust** **About the business** With $40 billion in assets under trusteeship we provide technology-enabled financial services to our partners and clients. We use our deep industry expertise to build modern financial technology and infrastructure, delivering greater transparency, efficiency, governance and customer...
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Client Service Associate
18 hours ago
Sydney, Australia Certane Full time**Client Services Associate - Corporate Trust** **About the business** With $40 billion in assets under trusteeship we provide technology-enabled financial services to our partners and clients. We use our deep industry expertise to build modern financial technology and infrastructure, delivering greater transparency, efficiency, governance and customer...
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Asset Management
2 weeks ago
Sydney, Australia JPMorganChase Full timeOur team puts clients first, so if you like to deliver exceptional client service, this may be the team for you. This team serves as the guardian of the client experience for Asset Management. You will contribute to the entire lifecycle of the client, from onboarding to day-to-day servicing, and these activities include RFP, onboarding, client reporting, and...
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Client Service Associate
18 hours ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Asset Management- PermanentThis is a great opportunity to build a long term career in a stable permanent role in a nurturing environment The purpose of this role is to manage and deliver on the day to day administrative requirements applicable to the management of investment schemes, including property funds and bond products. You’ll be focused...
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Client Services Associate
4 days ago
Sydney, Australia Profusion PAC Pty Ltd Full time**Job Opportunity: Client Services Associate/Executive** - Exciting growing local firm - Excellent oppurtunity for those looking to break into distribution - Great team culture with a focus on team work. **Client Overview**: Our client is a distinguished Real Estate Fund Manager with an asset portfolio exceeding $1 billion. With teams based in Sydney and...
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Sydney, Australia Mainstream Fund Services Inc Full timeLeading global fund administator - Customer service centric role relating to investments - Great CBD location **About our Company** The Apex Group is a global financial services provider with 5,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard...
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Business Development Associate
6 days ago
Sydney, Australia BNP Paribas Asset Management Full timePosition Purpose The role of Business Development Associate is to provide support to the BNP Paribas Asset Management institutional and wholesale distribution teams in Australia. Key Responsibilities Account Planning and Sales Strategy - Assist with the development of account plans for selected clients and prospects - Assist with the development of sales...