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Client Service Associate - International Fund Manager

Job description

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

  • Daily client support - Ensure that client inquiries are answered promptly and effectively. Inquiries may include issues with reporting, resolving operational and compliance queries and updating clients on their investments.
  • Ensure cashflows are accurately forecasted, operational and compliance issues resolved.
  • Meeting preparation - Work with portfolio managers to gather market and company specific data and manipulate it to produce graphical presentations for clients.
  • Product support - Help produce marketing materials for Australian and New Zealand products, perform research on competitors and monitor their performance.
  • Prepare presentation pitches - Gather data, perform analysis and help represent the Firm's investment capabilities and results.

The Candidate

Successful candidates will have:

  • At least 2 years in a similar role in financial services. 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 are interested in hearing more about the role, please apply ASAP and I will provide feedback on your application as soon as possible.

Julian Soames

Associate Director - Banking and Financial Services