Client Service Associate
5 days ago
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.
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