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Associate - Client Services

Job description

This hugely successful and reputable Australian Property Manager has offices dotted across the Australia and abroad. Based in their newly built and award-winning development in the sunny Northern Beaches, this newly created role supports various facets of investor services, ensuring smooth communication, efficient onboarding, and compliance with regulatory policies.

Key Responsibilities:

In this broad and varied role, you'll work as part of a high performing, supportive and driven team to work with their portfolio of institutional and retail investors.

  • Collaborating with clients and coordinating internal teams across distribution, sales and operations
  • Managing end to end investor onboarding including generating investor applications, managing regulatory requirements, documentation, and investor queries.
  • Aligning incoming funds with applications and issuing unit certificates
  • Executing redemptions, reviewing calculations for interest payments and conducting month-end reconciliations
  • Maintaining the CRM database
  • Handling ad hoc duties as needed

Technical Skills & Qualifications:

  • Recently completed a degree in finance or a related business discipline.
  • Ideally have some industry experience
  • Exceptional communication skills and confidence dealing with clients and senior stakeholders.
  • Strong analytical and problem-solving skills with meticulous attention to detail
  • Proficiency in Excel and Word

How to Apply:

If you're enthusiastic about property investment management and are eager to make a valuable contribution to our team, we encourage you to apply via this website of contact Charlie Fitzroy on 0405 242 474