Company

Perigon GroupSee more

addressAddressBrisbane, QLD
salary SalaryTraining
CategoryAccounting & Finance

Job description

Our client, a reputable, fast growing investment manager and fund services organisation specialising in providing best-in-class local and global investment management solutions. They are looking for an experienced Client Services associate to join their growing Client Services team and do a varied role across a number of client groups.The RoleThe Client Services Associate will work closely with the Head of Client Services on client deliverables, report creation, RFP document coordination and streamlining the client investment experience. More specifically your responsibilities will be:

  • Managing client applications and redemptions and unit registry enquiries through liaison with the client and relevant fund administration.
  • Design, development, execution and delivery of external and internal regular and ad hoc reporting
  • Delivery of client and asset consultant standing and ad-hoc requests in an accurate and timely manner
  • Assure the smooth operation of the department when responding to internal and external requests
About You
  • Degree qualification in finance related field (Economics, Commerce, Business) OR equivalent experience
  • RG146 highly regarded
  • Demonstrated high-quality processing and detail driven experience
  • Strong attention to detail
  • Work experience or internship in a corporate role is advantageous
  • Proficiency in Microsoft excel and a keen interest in financial services is essential
The successful candidate will have an upbeat and friendly approach when assisting clients on a daily basis. During busier periods, you will remain calm and be consistent with high work standards and be flexible, show initiative and have a high attention to detail.If this sounds like you, APPLY NOW!For more information, please contact Zac Smith on 0466310409 | zac.smith@perigongroup.com.auCreate As AlertShare this JobInterested in this job?Save JobSimilar JobsSCHEMA MARKUP ( This text will only show on the editor. )Perigon Group provides permanent, temporary and contract staffing solutions within Finance & Accounting, Financial Institutions, Corporate Services, Technology & Project Services and Executive Search.About UsExpertiseEmployersJob SeekersContact DetailsL15, 20 Hunter St Sydney NSW 2000Ph:L23, 300 Queen St Brisbane QLD 4000Ph:L18, 31 Queen St Melbourne VIC 3000Ph:Perigon Group provides permanent, temporary and contract staffing solutions within Finance & Accounting, Financial Institutions, Corporate Services, Technology & Project Services and Executive Search.
Refer code: 1888187. Perigon Group - The previous day - 2024-03-29 01:52

Perigon Group

Brisbane, QLD
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