Client Service Associate

2 weeks ago


Sydney, Australia Anton Murray Consulting Full time

Sydney- 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 on the delivery of services to a range of asset manager and corporate clients, the Client Services Associate is responsible for the delivery of high-quality service to clients and investors

**Task Responsibilities**
- Understand each stage of the funds registry administration life cycle applicable to an unlisted fund.
- Understand the client and the client’s business goals and objectives.
- Understand the processing checklists and business rules per fund and issuer.
- Professionally liaise/respond to investor, adviser and client queries and task escalations in a timely and accurate manner per agreed Service Level Agreements.
- Ensure effective and accurate communication with all stakeholders.
- Identify and recommend improvements to current procedures, risk management, processes and client servicing arrangements.
- Respond to client with professionalism

**Ideal backgrounds**:

- University graduate
- Some prior experience in financial services, ideally funds, wealth management or banking
- 6 months or more prior experience in financial services or client service focused roles.
- Strong communication skills.

This role will look to pay up to** $65k including super + bonus **depending on prior experience level.



  • 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...


  • Sydney, Australia HAYS Full time

    Client Service Associate to support the Financial Advisers of the bank with their elite client base **Your new company** This company is a prestigious global bank and wealth manager. The role is within the Wealth Management business, which services individuals, families and institutions investing in both domestic and international markets, including...


  • Sydney, New South Wales, Australia Emanuel Whybourne & Loehr Full time

    Direct message the job poster from Emanuel Whybourne & LoehrOperational support to the Managing Partners and FirmEmanuel Whybourne & Loehr is a boutique wealth manager, with institutional capability. We offer clients the best of both worlds - greater flexibility and customisation than bigger firms due to our nimbleness, whilst retaining the ability to...


  • Sydney, New South Wales, Australia Emanuel Whybourne & Loehr Full time

    Direct message the job poster from Emanuel Whybourne & LoehrOperational support to the Managing Partners and FirmEmanuel Whybourne & Loehr is a boutique wealth manager, with institutional capability. We offer clients the best of both worlds - greater flexibility and customisation than bigger firms due to our nimbleness, whilst retaining the ability to...


  • Sydney, Australia Lorica Partners Full time

    **Client Service Associate - Flexible, Purposeful Work for the Energised and Organised** - Ready to re-enter the workforce in a role that values people skills, clear thinking, and a proactive mindset? _ We’re looking for a Client Service Associate who brings warmth, reliability, and a touch of hustle. If you’ve worked in a service environment, call...


  • Sydney, Australia CMC Markets Full time

    Client Services Associate If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing....


  • Sydney, New South Wales, Australia beBeeClientService Full time $80,000 - $120,000

    Job Title: Client Service AssociateAbout the Role:This is a junior position that involves handling customer inquiries and supporting business operations.Key Responsibilities:Deliver exceptional service to customers by collaborating with your manager and colleagues.Maintain in-depth knowledge of the banking industry and market trends in Australia.Have...


  • Sydney, Australia CMC Markets Full time

    Bilingual Client Services Associate (Mandarin and English) If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in...


  • Sydney, New South Wales, Australia CMC Markets Full time

    Client Services AssociateIf you also believe that everyone should be able to achieve their financial potential, then you'll love contributing to CMC Markets' company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow...


  • Sydney, New South Wales, Australia CMC Markets Full time

    Client Services AssociateIf you also believe that everyone should be able to achieve their financial potential, then you'll love contributing to CMC Markets' company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow...