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Job Details

Client Services Officer - Graduates Encouraged to Apply

Category:

Banking & Finance

Employment Type:

Full Time

Industry:

Client Services

Contact Name:

Zac Smith

Contact Email:

zac.smith@perigongroup.com.au

Contact Phone:

0466310409

Date Published:

10-Feb-2025

Job Description:

  • Fast growing, Boutique Investment Manager Provider.
  • Brisbane CBD, Head Office with Hybrid Working.
  • Impressive Growth, Fantastic Culture.
  • The Organisation
      
    Our client, a reputable, fast growing investment manager and fund services organisation specialising in providing best-in-class local and global investment management solutions. They are looking for an experienced client services associate to join their growing client services team and do a varied role across a number of client groups.
      
    The Role
      
    The Client Services Associate will work closely with the Head of Client Services on client deliverables, report creation, RFP document coordination and streamlining the client investment experience. More specifically your responsibilities will be:

    • Managing client applications and redemptions and unit registry enquiries through liaison with the client and relevant fund administration.
    • Design, development, execution and delivery of external and internal regular and ad hoc reporting
    • Delivery of client and asset consultant standing and ad-hoc requests in an accurate and timely manner
    • Assure the smooth operation of the department when responding to internal and external requests
    About You
    • Degree qualification in finance related field (Economics, Commerce, Business) OR equivalent experience
    • RG146 highly regarded
    • Demonstrated high-quality processing and detail driven experience
    • Strong attention to detail
    • Work experience or internship in a corporate role is advantageous
    • Proficiency in Microsoft excel and a keen interest in financial services is essential
    The successful candidate will have an upbeat and friendly approach when assisting clients on a daily basis. During busier periods, you will remain calm and be consistent with high work standards and be flexible, show initiative and have a high attention to detail.
      
    If this sounds like you, APPLY NOW!

    For more information, please contact Zac Smith on 0466310409 | zac.smith@perigongroup.com.au

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