Client Services Support
vor 1 Monat
Ausbil Investment Management, based in Sydney, is one of Australia's leading specialist Australian and global investment managers.
Established in 1997, we are a strategic partnership between members of the investment/management team of Ausbil and New York Life Investment Management.
Our clients include industry superannuation funds, investment platforms, advisers, and retail investors.
Your New Role : We are searching for a Client Services Support person to join the Ausbil team.
The role will primarily focus on supporting financial planners and investors with their daily online and telephone enquiries and all the related administrative requirements consistent with onboarding new clients, eg the application process, including the identification of clients (AML/KYC).
Deliver exceptional customer service: Respond to adviser and client enquiries, help resolve issues and provide accurate information about our products.Process customer requests: Efficiently manage and process customer requests by being the contact between us and our unit registry provider.Improve our processes: Identify opportunities to enhance our operations and provide feedback to drive continuous improvement.Ensure compliance: Adhere to all relevant compliance and regulatory standards.Be a team player: Assist other teams with adhoc tasks, exposing you to areas such as Product, Sales, Marketing, Legal, and Compliance.About You : You will ideally have either at least 2 years of funds/super industry experience and/or hold a relevant Finance, Commerce or Business degree qualification.
Key Requirements : Strong organisational and time management abilitiesExcellent communication and interpersonal skillsAt least 2 years of investment funds or super experience (preferred) or relevant degree qualified.Core Competencies : Problem-solving and analytical skillsAttention to detail and accuracyTeam player with a positive attitudeDiversity & inclusion at Ausbil We are committed to an inclusive workplace in which differences and unique perspectives are encouraged and valued.
Each employee is valued for their unique and distinctive background and skills, experiences, and point of view.
What's next Please apply now if you would like the opportunity to work in an award-winning boutique fund manager.
Agencies : Please note, this vacancy is being managed directly by Ausbil's Human Resources.
Thank you.
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