Financial Services

Client Service Associate – Investors Services

Salary

AU$65000 - AU$70000 per annum + Super +Bonus

Location

Sydney CBD, Sydney, Australia

Job Type

Permanent

Job Ref

BBBH22918_1652933982

Date Posted

Thu, 19th May 2022

This is a great opportunity to join a globally recognised investment bank within their client service function. In this role


This is a great opportunity to join a globally recognised investment bank within their client service function. In this role you will be responsible for providing excellent client service and responding to enquiries from advisers and investors.

This role would suit a driven and personable individual with a genuine interest in financial services.

Role & Responsibilities

  • Managing external and internal client relationships, dealing with a range of queries relating to managed funds
  • Oversight of different asset classes and specialist investment products, trade confirmations and undertake thorough investigation
  • Work towards meeting KPI’s individually and as a team
  • Liaise with legal, compliance, product teams and other internal stakeholders

The ideal candidate would suit the following criteria:

  • Bachelor degree in relavent field (finance, business, economics)
  • Previous corporate experience in financial services (advantageous but not essential)
  • Great interpersonal skills with previous work experience in a customer facing role
  • An interest in pursuing a career in financial markets
  • Strong attention to detail and organisational skills
  • Excellent verbal and written communication skills

If this role catches your eye and you would like any further information, please call me directly on 02 9003 4928 or email me: [email protected]

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