Exciting opportunity for a Client Service Associate to join a leading Funds Management firm in Sydney
This role is a fantastic opportunity for someone early in their career who wants hands-on exposure to investor servicing across a diverse range of funds management products. You'll work closely with internal stakeholders and external clients, helping to shape a premium client experience in a fast-paced, collaborative environment.
Key Responsibilities:
* Respond to investor queries via email and phone
* Manage relationships with external stakeholders
* Provide investment advice and account support
* Maintain client data in CRM systems
* Support marketing and sales activities
* Participate in client service projects and process improvements
What You'll Bring:
* 1–2 years' experience in financial services
* Tertiary qualification in Finance, Business or related discipline
* Strong communication and stakeholder engagement skills
* Excellent attention to detail and time management
* Proficiency with Microsoft Office
* A collaborative mindset and customer-first attitude
APPLY NOW or email your CV to