Client Services Associate | Melbourne, Au
vor 1 Monat
Client Services Associate MaxCap Group, Melbourne, Australia Apply now Posted 23 hours ago | Permanent | Negotiable We have an exciting opportunity for an Associate to join our newly established Client Services team in our Head Office in Melbourne. This role is ideal for an ambitious individual eager to make a meaningful impact in shaping a best-in-class Client Services department.
Reporting to the Client Services Manager, the successful candidate will be responsible for delivering exceptional investor experiences to a portfolio of institutional and private clients by responding to enquiries with timely and accurate data.
Key Responsibilities: Deliver exceptional first point client service to inbound investor enquiries, ensuring timely and accurate resolutions.Produce and distribute accurate and timely fund performance updates and individual asset reports.Complete analysis of client services data and present insights to inform business development activity.Liaise with internal and external stakeholders to effectively gather and synthesise information related to project or portfolio status, risk exposures, and relevant investment data.About You: Minimum of 4 years' experience in a client services role within finance, asset management, transaction management or commercial real estate.Commitment to high standards of client service with a balanced focus on the commercial priorities.The ability to convey information effectively and professionally in written and verbal form.Experience developing and reviewing professional reports and presentations.High level of attention to detail and ability to manage competing priorities.Proficiency in relevant software platforms and systems, including CRM and data management tools.Ability to build rapport and establish credibility with a variety of people.Degree in Finance, Commerce or Business or related discipline.About Us: MaxCap Group manages over $8 billion in commercial real estate debt and equity. Operating on a national scale, we provide investment management and loan origination services to superannuation funds, sovereign wealth funds, institutional investors, high-net-worth individuals and family offices across the globe.
What We Value: Partnership – We're Here for ThemResponsibility – See it, Own it, Do itAdaptiveness – One Step AheadAmbition - Energised by PossibilityWhy Choose MaxCap: A competitive remuneration package and performance pay structure.Extensive employee benefits including personal wellbeing allowance, gym memberships, interstate travel program, employee committee participation, enhanced parental leave and much more.A collaborative environment that offers support, encourages career development and learning.The opportunity to be part of a dynamic business that upholds strong values and fosters a culture of inclusion.Join our successful team today If this opportunity excites you, please apply online or send your CV to careers@maxcapgroup.com.au
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Client Services Associate | Melbourne, Au
vor 1 Monat
Melbourne, Österreich MaxCap Group VollzeitClient Services Associate MaxCap Group, Melbourne, Australia Apply now Posted 23 hours ago | Permanent | Negotiable We have an exciting opportunity for an Associate to join our newly established Client Services team in our Head Office in Melbourne. This role is ideal for an ambitious individual eager to make a meaningful impact in shaping a best-in-class...
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Client Services Associate | Melbourne, Au
vor 1 Monat
Melbourne, Österreich Efinancialcareers Ltd. VollzeitClient Services Associate MaxCap Group, Melbourne, Australia Apply now Posted 23 hours ago | Permanent | Negotiable We have an exciting opportunity for an Associate to join our newly established Client Services team in our Head Office in Melbourne.This role is ideal for an ambitious individual eager to make a meaningful impact in shaping a best-in-class...
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Client Associate | Melbourne, Au
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Client Associate | Melbourne, Au
vor 1 Woche
Melbourne, Österreich Efinancialcareers Ltd. VollzeitJob Description Are you ready to expand your wealth career as a Client Associate?Join our Financial Planning team at Findex as a Client Associate in either our Melbourne / Geelong / Colac office!The Client Associate is responsible for ensuring that team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.This...
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Client Service Associate | Melbourne, Au
vor 3 Wochen
Melbourne, Österreich Tideri Jobbörse VollzeitJob DescriptionLocation: Abbotsford, Yarra FallsThis is a hybrid position primarily based in Abbotsford.We're committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week.Find out more about our culture of flexible working.We give...
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