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Client Services Associate

Job Title: Client Services Associate
Location: Brisbane
Reference: 3001905
Job Published: September 12, 2019 16:01

Job Description

This premier investment organisation is experiencing positive growth and expanding their reach and product base in the Overseas and Australian market.
The is a newly created position due to internal movement and maternity leave cover. You will play a pivotal role in supporting the Client Services team
Your key responsibilities will include:
  • Providing support across multiple asset classes within the business
  • Collaborating with the Client Services Managers, Investment Specialists and Business Development Directors. 
  • Preparation & timely distribution of a wide range of client investment reports, fund commentaries, registry reports, asset consultant surveys
  • Preparation of client materials, data, reports, planning and responses to queries in a professional, accurate and timely manner.
  • Develop and maintain good working relationships with internal and external stakeholders on a regular basis.
Key Requirements
  • 3+ years in similar Client services role ideally within funds management industry
  • Tertiary Qualification in Financial Services
  • Strong attention to detail, data management and analytical skills
  • Passion for client servicing and pro-active self starter
  • Strong multi-tasking skills and ability to work in high pressure time sensitive environment
  • Strong written and communication skills
  • Advanced proficients in Microsoft Office
  • Experience using CRM systems and reporting tolls 
If you are interested in the role please hit apply or call Sara on 3854 3804 for more information.