Client Services Associate

4 days ago

Sydney, Australia ausbil Full time

Ausbil Investment Management, based in Sydney, is one of Australia’s leading specialist Australian and global investment managers. Established in 1997, we are a strategic partnership between members of the investment/management team of Ausbil and New York Life Investment Management. Ausbil manages around $15 billion in funds under management. Our clients include industry superannuation funds, retail platforms and dealer groups.

**Your New Role**

We are searching for a Client Services Associate to join the distribution and marketing team. The role will primarily focus on supporting financial planners and investors with their daily online and telephone enquiries, all related administrative matters and supporting our Business Development staff with their client activity.

Key tasks will include:

- Lead internal client services by responding to registry system and online/ telephone enquiries
- Respond to registry-type requests such as valuations and investment statements
- Arranging client appointments on behalf of the wholesale business development team
- Maintenance of our client database
- Assistance with event management including our annual national roadshow

**About You**

Graduates are welcome to apply. You will ideally have 1-2 years of industry experience and hold a relevant Finance, Commerce or Business degree qualification. You will also have
- Strong problem-solving skills
- Customer service focus and excellent communication skills
- Proficient computer skills

**Diversity & inclusion at Ausbil**

Ausbil is committed to an inclusive workplace in which differences and unique perspectives are encouraged and valued. At Ausbil, each employee is valued for their unique and distinctive background and skills, experiences, and point of view.

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