Investor Services Consultant - Funds Management

Job Position

Investor Services Associate – Funds Management

Salary

AUD 85,000 – 100,000 per annum

Required Qualifications

(i) Bachelor’s degree in Commerce, Finance, or Economics (preferred)

(ii) 4-5 years of experience in client services within financial services, superannuation, or funds management

(iii) Strong knowledge of the funds management industry and managed investment scheme administration

(iv) Excellent verbal and written communication skills

(v) Proficiency in Microsoft Office and Excel

(vi) Ability to work effectively in a fast-paced environment

Duties and Responsibilities

(i) Handle investor and adviser inquiries regarding account status, fund operations, and product details

(ii) Build and maintain strong relationships with both internal and external stakeholders, including Distribution, Legal, and Compliance teams

(iii) Oversee investor onboarding while ensuring AML/KYC compliance

(iv) Manage written client inquiries and provide detailed reporting

(v) Supervise outsourced registry providers to ensure efficient operations

Assist in various projects as assigned by the Team Leader

Link To Apply

https://www.seek.com.au/job/81936115?ref=search-standalone&type=standard&origin=jobTitle#sol=445a3c12fcf03dd77b0458121c77049926a85945