Client Services Associate

8 hours ago

Melbourne, Victoria, Australia Profusion PAC Pty Ltd Full time $90,000 - $120,000 per year
  • Global and Reputable Fund Manager
  • 12 Month Temporary Opportunity With View to Permanent | Attractive Career Pathways
  • Beautiful Office Located Centrally Within Melbourne CBD and Hybrid Working Arrangements

Company Overview

This is an exciting new opportunity to work in one of the most highly regarded and largest investment management companies globally. Their ongoing success story continues to create outstanding opportunities for both internal and external candidates. Due to continuous growth, they have an opportunity for a Client Services Associate to join their highly successful and higher performing team in Melbourne who are on a growth trajectory.

Role Overview

The core purpose of the role will revolve around providing a strong level of service to current and prospective clients with a focus on fund queries and functions will include but will not be limited to;

  • Utilising multiple communication channels to assist current and prospective clients
  • Assist members with any changes to their account or investment platforms through policy or regulation
  • Deliver knowledge on a wide product suite to current and prospective clients
  • Ensure compliance of client instructions to multiple standards

Skills and Experience

  • RG146 qualified (preferred not essential)
  • Experience working withing a similar environment - funds management, banking or superannuation within a contact centre
  • Strong analytical and problem solving abilities
  • Strong verbal and written communication skills
  • Relevant undergraduate qualifications (Bachelor of Commerce, Finance, Business)

What's on Offer

The opportunity to gain exposure to the investment management sector with this revered financial services organisation. They take pride for being known for their unique culture and promoting work life balance and flexibility. The role offers the unique chance to really accelerate your career development and upskill across different asset classes - a great way to get your foot in the door

Express your interest through the Apply Now link below or reach out to Kim

  • Client Services Associate

    2 days ago

    Melbourne, Victoria, Australia Thomas Frost Executive Full time $60,000 - $90,000 per year

    The BusinessOne of the larger players in the private wealth industry, this group has a sparkling reputation and has a well-resourced and deep client offering. Clients sit in the HNW and UNW category, and mostly the investment advice is wholesale. This new client services role sits within one of the best teams in the business - with some of the industry's...

  • Client Services Associate

    2 days ago

    Melbourne, Victoria, Australia Qualitas Full time $80,000 - $120,000 per year

    About QualitasQualitas is a leading ASX-listed Australian alternative real estate investment manager, specialising in real estate private credit and real estate private equity. For 16 years, we have been helping our partners realise their vision and delivering attractive risk-adjusted returns to our investors.About the positionThe Client Services Associate...

  • Client Services Associate

    2 weeks ago

    Melbourne, Victoria, Australia The Vanguard Group Full time $70,000 - $120,000 per year

    Job Description About Vanguard More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no...

  • Client Services Associate

    2 days ago

    Melbourne, Victoria, Australia Vanguard Full time $80,000 - $120,000 per year

    Job DescriptionAbout VanguardMore than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no...

  • Client Service Associate

    2 weeks ago

    Melbourne, Victoria, Australia Macquarie Group Full time $60,000 - $90,000 per year

    Join our high performing team and provide client service and administrative support to a dedicated team of Macquarie Private Bankers. You will become familiar with the Private Bank clients, as well as the process of advising and portfolio construction.At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of...

  • Client Services Associate

    2 weeks ago

    Melbourne, Victoria, Australia Capital Full time $60,000 - $90,000 per year

    We are a leading trading platform that is ambitiously expanding to the four corners of the globe. Our top-rated products have won prestigious industry awards for their cutting-edge technology and seamless client experience. We deliver only the best, so we are always in search of the best people to join our ever-growing talented team.As a Client Services...

  • Client Services Associate

    2 weeks ago

    Melbourne, Victoria, Australia capital Full time $60,000 - $120,000 per year

    We are a leading trading platform that is ambitiously expanding to the four corners of the globe. Our top-rated products have won prestigious industry awards for their cutting-edge technology and seamless client experience. We deliver only the best, so we are always in search of the best people to join our ever-growing talented team. As a Client Services...

  • Client Engagement Associate

    2 weeks ago

    Melbourne, Victoria, Australia Ultradata Full time $90,000 - $120,000 per year

    We're Hiring: Client Engagement Associate - Banking Melbourne | Full-time | Clients & Emerging Markets|Are you a relationship-builder, problem-solver, and strategic thinker with a passion for client success? Ultradata is seeking a dynamicClient Engagement Associateto join our Melbourne-based team and become the trusted advisor for our valued clients.Who...

  • Associate, GTS Client Service

    1 week ago

    Melbourne, Victoria, Australia Westpac Group Full time $60,000 - $80,000 per year

    Create your best future and join Westpac as an Associate, GTS Client Service.What's the role?Within our Global Transaction Services (GTS) Team, you'll be the first point of contact for some of our most valued institutional clients, supporting them across the full lifecycle of their banking experience. From resolving complex queries to collaborating with...

  • Associate, GTS Client Service

    1 week ago

    Melbourne, Victoria, Australia Westpac Institutional Bank Full time $60,000 - $90,000 per year

    Job DescriptionCreate your best future and join Westpac as an Associate, GTS Client Service.What's the role?Within our Global Transaction Services (GTS) Team, you'll be the first point of contact for some of our most valued institutional clients, supporting them across the full lifecycle of their banking experience. From resolving complex queries to...