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Senior Client Service Associate | Funds Management | Adviser Services


Over $100,000



Job Type


Job Ref

Date Posted

Fri, 9th March 2018

Respected Global Investment Manager. Senior insto Client Service and BDM support dealing with advisers. Client Facing role. Mentor juniors. 100k-120K

Senior Client Service Associate | Funds Management | Adviser Services

  • Broad senior institutional client service role Superb Global Fund Manager!
  • 5+ years exp in a senior CSA/BDA role supporting advisers and/or BDM’s.
  • $100 – 120,000 pa + super + bonus + career planning + study support.


Career advancement opportunity! Join a dynamic and highly regarded Global Investment Manager that offers unique but proven investment strategies to its institutional investors. Due to growth within the business they are looking to recruit a Senior Associate within their Financial Adviser Services Division.

This diverse role supports a variety of independent adviser groups as well as larger corporate wealth management and advisory firms. It requires you to build, maintain, and strengthen relationships with financial advisers, focusing on client serviceinvestment report writingadviser training, and BDM support.

Main duties and responsibilities would be:

  • Service existing advisers and respond promptly to adviser requests.
  • Assist advisers develop understanding of financial theory and research.
  • Provide monthly and quarterly reporting for adviser clients.
  • Support delivery of financial adviser training, face-to-face or via web.
  • Undertake financial adviser training with proprietary analytic tool.
  • Support new advisers to the sales process.
  • Support review process and  build relationships with retail research houses.
  • Maintain and develop presentation material for existing and new advisers.
  • Manage new adviser administration.
  • Participate as required on relevant projects.
  • Identify and develop processes or methodologies that improve service.
  • Maintain up-to-date knowledge and genuine interest of investment strategies.
  • Project work
  • Development of more junior team members

You must be able to demonstrate a clear understanding of different investment philosophies. You must be degree qualified in Finance, Business, Economics or related field, and all additional studies above that will be highly regarded, such as CFA, MBA or Masters. You will need 5+ years experience working in a similar environment. Ideally you will have worked with or supported financial advisers previously, this experience will ideally come from funds management, financial planning or stockbroking but your support and exposure to advisers and/or BDM’s is key.

Continue to develop your skills and knowledge of the investment world and supporting the very talented people that this firm is known to hire.

Please send your resume and supporting cover letter to James O’Callaghan at Mars Recruitment via the APPLY link on this website.

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