Direct Investor Service Officer

3 days ago

Sydney, New South Wales, Australia Hays Full time

Global bank looking for a Direct Investor Service Officer for their Asset Management Client Servicing

**Your new company**

This company is a global bank and the role is within the Asset Management business, which services retail clients in Australia.

**Your new role**

The Direct Investor Service Officer is part of Client Coverage Australia and serves as a primary point of contact for Direct Investors around investing in various funds.
- Respond to ad hoc client issues, queries and complaints in a timely manner
- Identify and recommend methods to reduce risks, increase controls and assure quality
- Identify opportunities to develop new procedures and controls to create more efficient processes
- Be a contact point and manage relationship with Service Provider and Vendor
- Handling of requests/escalations according to the Service Level Agreement with the Service Provider

**What you'll need to succeed**
- Tertiary qualifications in a relevant discipline e.g. Commerce, Law, Accounting or similar
- 1+ year banking or asset management experience
- Strong communication skills to effectively deal with clients
- Self-motivated, quick learner and enthusiastic

**What you'll get in return**

An excellent opportunity for an initial 6 month contract at a leading European bank with potential for extensions and is a great entry into the bank.

**What you need to do now**

2853887

  • Direct Investor Liaison Specialist

    4 days ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $135,000

    Job Title: Direct Investor Service OfficerThe Direct Investor Service Officer role plays a pivotal part in Client Coverage Australia, serving as the primary point of contact for Direct Investors in various funds.About the Role:To effectively handle client issues, queries and complaints in a timely manner by providing prompt and courteous responses.To...

  • Manager - Investor Services

    2 days ago

    Sydney, New South Wales, Australia Ss&C Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...

  • Manager - Investor Services

    2 days ago

    Sydney, New South Wales, Australia Ss&C Fund Services (Asia) Pte Ltd Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...

  • Investor Services And Operations Administrator

    4 weeks ago

    Sydney, New South Wales, Australia 3 Capital Private Credit Full time

    Investor Services and Operations Administrator Investor Services and Operations Administrator1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features.Direct message the job poster from 3 Capital Private Credit Private Credit & Investments | CFA, CA(SA), CAIA | Passionate About Alternative Investments About Us3...

  • Associate - Investor Services / Client Services

    2 days ago

    Sydney, New South Wales, Australia Mainstream Fund Services Inc Full time

    Leading global fund administator- Customer service centric role relating to investments- Great CBD location**About our Company**The Apex Group is a global financial services provider with 5,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and...

  • Chief Investor Relations Officer

    1 week ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $150,000 - $200,000

    Job OverviewWe are seeking a seasoned professional to lead our capital raising efforts and expand our investor network. This is a high-impact role that sits at the heart of how we grow and engage our investor community.The successful candidate will be responsible for driving the strategy and execution of how we raise, engage, and grow our investor base....

  • Investor Relations

    2 days ago

    Sydney, New South Wales, Australia Yard Full time

    We're seeking a commercially minded and connected Investor Relations professional to join Yard, a growing non-bank lender and fund manager. This is a rare opportunity to play a foundational role in building out the investor base for the Yard Income Trust, our newly launched mortgage fund.Key ResponsibilitiesLead the capital raising effort for the Yard Income...

  • Investor Relations

    4 days ago

    Sydney, New South Wales, Australia Yard Full time

    We're seeking a commercially minded and connectedInvestor Relations professionalto joinYard, a growing non-bank lender and fund manager. This is a rare opportunity to play a foundational role in building out the investor base for theYard Income Trust, our newly launched mortgage fund.Key ResponsibilitiesLead the capital raising effort for the Yard Income...

  • Investor Service Representative

    2 weeks ago

    Sydney, New South Wales, Australia beBeeInvestor Full time $54,000 - $76,000

    Unlock a rewarding career in investor services!As a key member of our team, you will play a vital role in delivering exceptional customer experiences. We are seeking an Investor Services Associate to join our dynamic team and help us achieve our goal of being the number one provider on the ASX by client count.We foster an entrepreneurial culture that...

  • Investor Services Associate

    4 days ago

    Sydney, New South Wales, Australia Lri Invest Full time

    Do you have customer service experience, and are you seeking a new job in Sydney? Apex Group is looking for a full-time customer service professional as an Investor Services Associate.The Apex Group works daily to create an environment where our people can make a difference - to themselves, their career, their teams, and the success of our firm and clients....