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 love what they do.

Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism, Apex provides a global platform to allow you to thrive.

**About the role**
An exciting opportunity exists for a motivated, driven and Client/Investor Services Representative to administer our investor services function. A role that focuses on providing the best customer service for different investors. The role will be reporting to the Investor Services Team Lead.

**Key Responsibilities**:
The role duties and responsibilities will include but not limited to the following:

- Effectively manage inbound and outbound calls for a portfolio of funds on various clients
- Provide an outstanding investor experience
- First point of contact for investors and financial advisors and Client
- Proactively monitor AWD queues and ensure SLAs are met daily
- Meet client and investor KPIs

**About you**
You will be an experience client/investor services associate with 2+years experience in a contact/call centre environment dealing with client/investor queries. You will have knowledge of and performed AML/KYC requirements and ideally you will have RG146 qualifications.
Experience in funds administration/unit registry will be highly regarded. Most of all you will be passionate about delivering outstanding customer service and thrive in a high paced environment where the client comes first.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

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