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Client services associate

Sydney
LVP
Posted: 9 June
Offer description

LVP is seeking a Client Services Associate to join our Distribution team. This is an outstanding opportunity for someone who thrives at the intersection of relationship management, operational excellence, and financial services — and who wants to build a meaningful career within a dynamic and growing investment firm.

You will be a key point of contact for our investors and distribution partners, helping to deliver an exceptional client experience across the full investor lifecycle — from onboarding through to ongoing engagement.

About LVP

LVP is a leading alternative investment manager with a focus on delivering superior risk‐adjusted returns for institutional, wholesale, and sophisticated investors. We are a high‐performing, collaborative team that values initiative, integrity, and a commitment to excellence.

What You'll Do

Investor Relations & Client Experience

* Serve as a primary contact for investors and distribution partners, managing day‐to‐day queries with professionalism and care
* Support the end‐to‐end investor onboarding process, ensuring a smooth and positive experience from first contact through to completion
* Maintain and develop strong relationships with clients, intermediaries, and key stakeholders
* Monitor investor satisfaction and proactively identify opportunities to enhance the client experience

Distribution Support

* Assist the distribution team in managing pipeline activity, CRM records, and follow‐up communications
* Prepare and distribute investor reports, fund updates, and other client communications
* Support the preparation and management of investor and marketing collateral, ensuring materials are accurate, on‐brand, and up to date
* Coordinate responses to investor due diligence requests and RFPs

Events & Engagement

* Plan and coordinate investor events, roadshows, and client meetings — from logistics through to post‐event follow‐up
* Manage event materials, invitations, and attendee communications
* Support the execution of digital and in‐person engagement initiatives

Operations & Administration

* Maintain accurate investor records and ensure CRM data integrity
* Work with internal teams (compliance, finance, investment) to resolve investor queries and service requests
* Contribute to the continuous improvement of client service processes and tools

What We're Looking For

* 2–4 years of experience in client services, investor relations, funds management, or a related financial services environment
* A genuine passion for delivering outstanding client experiences — you treat every interaction as an opportunity to build trust
* Strong interpersonal and communication skills, both written and verbal; you communicate with clarity and warmth
* Highly organised, with the ability to manage multiple priorities and deadlines without dropping the ball
* Experience producing or managing investor collateral — you have a sharp eye for quality and detail
* Comfortable coordinating events and logistics, with a calm and solutions‐focused approach under pressure
* A positive, can‐do attitude with genuine intellectual curiosity about financial markets and investment management
* Proficiency in Microsoft Office Suite; experience with CRM systems (e.g. Salesforce, HubSpot, or similar) is a plus

What We Offer

* A front‐row seat in a fast‐paced, high‐calibre investment management firm
* Real responsibility from day one, with the opportunity to grow quickly as the business scales
* Mentorship from experienced distribution and investor relations professionals
* A collaborative, high‐performance culture that values initiative, curiosity, and a growth mindset
* Competitive remuneration commensurate with experience

How to Apply

If you are energised by building strong client relationships, thrive in a dynamic environment, and want to be part of something exciting, we'd love to hear from you.

Please submit your CV and a brief cover letter outlining your experience and what draws you to this role.

LVP is an equal opportunity employer. All applications are treated with strict confidentiality.

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