About Our Client
Our client is a well-established Australian investment management firm. With offices nationwide, they are known for delivering exceptional outcomes through personalised service and operational excellence. The culture is collaborative, values-driven and supportive.

The Opportunity
We’re recruiting a Client Services Officer to join a fast-paced, client-focused Investor Relations team. In this role, you’ll support investor processing, manage client interactions, and play a key role in maintaining data integrity and service quality. You’ll also act as a trusted support to senior leadership while contributing to team development and operational improvements.

Key Responsibilities:

• Process applications, redemptions, transfers and other investor transactions
• Respond to investor queries via phone and email in a timely and professional manner
• Maintain and update internal systems and registry data
• Liaise with internal teams including Compliance and Operations
• Review team outputs and help maintain quality standards
• Contribute to process improvement and support change initiatives
• Act as a point of contact for team questions and onboarding

• Some experience in client services/customer service or operations (financial services preferred)
• Strong attention to detail and time management skills
• High level of accountability and communication
• Experience working with CRMs or registry platforms useful
• A proactive, team-oriented approach

• Exposure to investment management, funds, or property-based investments

• Competitive salary
• Bonus opportunity
• Collaborative team and learning environment