Client Service Associate - Funds Management

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$75000.00 - AU$85000.00 per annum + Super
REF: BBBH233539_1559692802

The Company

My client is a boutique investment manager with a global footprint who consistently out-perform their competitors. They have a fun, professional culture and a dynamic approach, while their flat structure means that employees have daily interaction with senior business partners. They have incredible views from their offices and offer exceptional career development and learning potential. As such, they are consistently regarded as an employer of choice.

They currently seek a talented Client Service Associate to join their high-performing team. Successful candidates will benefit from exposure to all areas of the business, a highly diverse role and a salary far above market rate.

The Role

Your role will involve providing investment support to multiple account managers. Your specific duties will involve:

  • Work with Portfolio Managers to gather market data and manipulate it to produce graphical presentations for clients.
  • Daily client support - Ensure cashflows are accurately forecasted, operational and compliance issues resolved.
  • Coordinate the account opening and closing processes.
  • Assist in the production of Requests-for-Proposals and business development material.
  • Help produce marketing materials for Australian and New Zealand products, perform research on competitors and monitor their performance.

The Candidate

Successful candidates will have:

  • At least 2 years in a similar in finance. Candidates from an investment operations background will also be considered.
  • Proven experience of interacting with clients.
  • The ability to communicate effectively with internal and external stakeholders at all levels.
  • Excellent attention to detail.
  • Superior Microsoft Excel skills write the ability to write / edit macros.
  • A friendly, enthusiastic and down to earth attitude.

If you would like to apply for the role, please do so ASAP and I will respond with feedback to all applications as quickly as possible.

Julian Soames
Principle Consultant - Banking and Financial Services