Client Services Assistant Manager

3 weeks ago

Sydney, Australia 481 FIL Investment Management (Australia) Limited Full time

About the Opportunity

Job Type: PermanentApplication Deadline: 30 June 2024

Title Assistant Manager - Client Services

Department Operations

Location Sydney, Australia

Level 4

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Customer Excellence team and feel like you’re part of something bigger.

About your team

Customer expectations are growing all the time. The Client Services team make sure these are met. They provide invaluable support to clients and colleagues and enable sales functions through the business – building strong and trusting relationships with both.

About your role
A vital source of first-line support, you’ll work closely with the Associate Director and Client Services senior manager to help our clients manage their investments and save for the futures they want. As part of the team, you’ll learn and grow every day – gaining the skills and knowledge you need to:

Handle and resolve a wide range of issues from an equally wide range of clients including direct investors, financial advisers and wholesale intermediaries – and colleagues too Managing the establishment of new client account openings ensuring all documentation is received, verified and accurately recorded, along with the completion of all account opening and AML and KYC documentation checks – services which are provided by our outsourced unit registry provider Answer phone & email enquiries, process requests and manage any complaints Manage fee rebate payments Manage and facilitate RFP requests from Wholesale and Institutional clients, liasing with our regional and global colleagues Support the research function within the Wholesale Sales team by the ongoing maintenance and establishment of research databases and regular and ad-hoc reporting and competitor analysis Preparation of client reporting needs Drive process improvements and change within the Client Services team Explain our products and services, while making sure our clients can get the best out of our tools Make every conversation, email and letter a positive and helpful experience.

About you

Eager to grow your knowledge and your career, you’ll fit right in.

You will succeed because you:

Have solid experience in a customer service, distribution and/or product environment within Funds Management Are RG146 compliant Have experience completing RFP documents and detailed questionnaires and reports Have knowledge of the Funds Management ecosystem, including the adviser and institutional landscape, including a working knowledge of product requirements and competitor analysis software Have knowledge of Anti-Money Laundering and Counter-Terrorism (AML/CTF) rules Know how to build rapport and communicate with all kinds of people Have high attention to detail Can explain often-complicated information in a clear and understandable way Aren’t happy until your customer is Be a leader and a pro-active member of a small team, bringing thoughts and new ideas to the table particularly in relation to continual process improvements, automation and efficiencies Are organised, reliable, capable and able to manage deadline oriented tasks and keep objectives on track

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.

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