Investor Services Associate

The Company

Yarra Capital Management (Yarra) is a leading independent fund manager, providing investment products to domestic and international clients with more than $20 billion under management. With offices in Melbourne and Sydney and a strong heritage in the local market, we are a team of over 85 collaborative professionals focussed on delivering the best investment outcomes for our clients.

As an organisation, we care deeply about fostering a work environment that is personal and genuine – one which nurtures its people and creates a strong sense of belonging. We work hard to attract, develop, and retain people from diverse backgrounds who bring different perspectives to the table. We offer our staff an inclusive environment and a structured career development program which places a high value on mentoring and support. We provide a market competitive salary and benefits and the opportunity for flexible working arrangements.

About the Role

We are seeking a motivated and client-focused Investor Services Associate to join our Melbourne-based team. This role is ideal for someone in the early stages of their career with 1–2 years of experience in customer service, financial services, or contact centre environments. You'll be the first point of contact for our retail investors, providing high-quality service via phone and email.

This is a great opportunity to build a career in financial services and gain exposure to investment products, client servicing, and the broader funds management industry. While this role is initially being offered as a 12-month full-time contract, we are looking for an exceptional, client focused individual, who will make the role their own and potentially become permanent.

As an Investor Services Associate, you will be an integral part of the team and will be responsible for providing the highest quality client service to investors, prospective investors, and financial professionals. The Investor Services team plays a central role in resolving issues and responding to retail clients requests, developing and maintaining strong relationships with retail clients through verbal and written communications and partners with teams across the organisation to deliver a seamless and high-quality client experience.

Key Responsibilities

• Handling inbound calls from retail investors, advisers and other financial professionals from Australia and New Zealand regarding account status (i.e. account balances, trade / maintenance history, etc.), fund operations, and information on our suite of products

• Develop and nurture working relationships with external and internal stakeholders. This includes retail investors, advisers and internal parties such as portfolio managers, Sales and Distribution, Legal, Risk and Compliance and Investment Operations

• Assist in the client on boarding process by ensuring relevant AML/KYC requirements are met

• Client reporting, responding to written client inquiries, and assisting other teams within the organisation with this process

• Assist with oversight of the outsourced registry provider

• Delivering cash flow reports to portfolio managers

• Assist in collating relevant information for Board reporting

• Manage ad-hoc projects assigned by the Team Leader

Knowledge, Skills, and Experience

• Bachelor's degree in Finance, Commerce, Business or a related discipline is preferred, but not essential

• A genuine interest in the Funds Management industry

• A strong desire to learn from the ground up - prior experience or familiarity with managed investment schemes will be highly regarded

• Call centre and/or customer service experience is preferred

• Demonstrated ability to successfully work in a fast-paced environment, multi-task and work well under pressure

• Outstanding verbal and written communication skills

• Strong customer service orientation, attention to detail, professionalism and commitment to quality

• Proven capability to collaborate effectively within a team and adapt with a flexible and positive attitude

• Advanced Microsoft Office skills

Why join us

• Exposure to a dynamic and growing funds management business

• Long-term career pathways into client relationship management, operations and fund administration, sales and distribution or broader financial services roles

• Strong team culture

• High impact, client-facing work

• Opportunity to work alongside experienced professionals in finance and operations

• Prime Melbourne CBD location

To apply for this Role

As part of your application to this role, please include a cover letter and CV.

We encourage all applicants, including Aboriginal and Torres Strait Islander peoples, peoples with disabilities and people of diverse sexualities and genders to join us. If you identify as a person with disability and/or require adjustments or support for your application and throughout the recruitment process, please contact us via