Associate, Investor Engagement

18 hours ago

Sydney, New South Wales, Australia Pinnacle Investment Management Group Full time $60,000 - $120,000 per year

Pinnacle Investment Management Group Limited (ASX: PNI) is a leading Australian-based multi-affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world-class investment management firms.

Pinnacle currently consists of nineteen investment management firms that collectively manage over A$195 billion in assets across a diverse range of asset classes. Our affiliated managers operate autonomously, in line with our philosophy that 'supported independence' is an essential ingredient in sustaining investment excellence and business resilience over the long term.

An exciting opportunity has become available in Pinnacles' client service team. We are seeking an Associate, Investor Engagement who will play a pivotal role in enhancing Pinnacle's distribution and client service capabilities. This is an entry level position which will provide exposure to investors and a wide range of investment philosophies. We are looking for an individual who has a learning mindset. The role requires someone with strong relationship and client service skills, and can take ownership of the responsibilities they are tasked with.

Key Responsibilities:

  • Provide high-quality customer service for Pinnacle and its affiliates;
  • Monitor inbound service line and email addresses, ensuring strict service guidelines and response timeframes are met;
  • Answer queries about applications and investments;
  • Manage key stakeholder relationships across our network of brokers, advisers, direct investors and custodians;
  • Ownership of various investment platforms;
  • Review and approval of all online applications;
  • Support the Distribution team with administration and research tasks;
  • Suggest improvements to enhance customer service experience; and
  • Handle various ad-hoc tasks as needed.

The Successful Candidate:

To be considered for this opportunity, we require:

  • 1-2 years of experience working in financial services or client service is desirable;
  • We may also consider applicants who have recently completed their university qualification;
  • Genuine interest in customer service and experience;
  • Strong communication and interpersonal skills;
  • Commitment to building a career in Distribution at Pinnacle; and
  • Team player who values being part of a fun, high-performing, collegiate team.

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