Client Service Officer

Location: Sydney CBD, New South Wales
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$60000 - AU$75000 per annum + 10% bonus
REF: BBBH221457_1525682101

This Australian boutique is a leading funds management firm within the listed equities space. With a growing FUM of 7 bil they pride themselves on a working environment where performance is rewarded their people are motivated and engaged to provide the best service to cients.

What we are looking for

A Client Services specialist with experience in financial services/funds management, that is ready for a more challenging role. Someone who is passionate, highly organised and is a team player with good attention to detial and some excel skills

Reporting to the CSM, a normal day would include:

  • Phone (low volume) and email queries
  • Assistance with submissions and RFP activities across the portfolio
  • Building and maintaining strong relationships clients
  • Preparing reporting for internal stakeholders

Essential skills & qualifications that our ideal candidate will have:

  • Knowledge of the financial services industry, specifically wealth management
  • Sound co-ordination/administrative and communicate skills
  • Proficient in the Microsoft Office Suite i.e. Excel, Outlook, Word
  • Demonstrated ability to learn new software
  • Demonstrated ability to plan, organise and prioritise

Please apply through the website or contact Charlie @ ambition recruitment for further detail.