AddressOur client is a well-regarded global investment management firm providing research-driven solutions across asset classes to institutions, intermediaries, and individual investors.
This role focuses on nurturing Client Relationships in the Australian and New Zealand markets by assisting in servicing institutional and retail clients, aiding in sales and business development efforts, and serving as a central point of contact for internal and external stakeholders.
Key Responsibilities
- Act as the main point of contact, collaborating with internal stakeholders to address client queries and issues;
- Support sales advisors to foster strong Client Relationships;
- Facilitate the smooth progression of end-to-end client lifecycle stages;
- Organise and participate in internal preparations for external meetings and events;
- Coordinate client servicing materials (RFPs, RFIs) and overseeing account onboarding processes;
- Ensure the accuracy of data in the CRM system (Salesforce); AND
- Assist with regular and ad hoc client reporting needs.
- Tertiary qualifications in any relevant field, finance or economics background highly regarded;
- 6 months to 3 years of work experience in client services at a fund management business;
- Strong interest in the financial services industry;
- Excellent analytical and numerical skills;
- Competent in utilising Microsoft Office programs;
- Highly self-motivated, collaborative, and professional;
- Proven ability to handle multiple tasks efficiently in a fast-paced team environment;
- Impeccable attention to detail, time management and organisational skills; AND
- Must possess exceptional communication, interpersonal, and relationship-building skills.
#SCR-simon-gvalda
Additional information
- Global funds management firm | International clientele
- Collaborative culture & flat structure | Direct access to senior leaders
- Melbourne CBD | 2 days WFH flexibility
