Associate, Client Service
Vor 7 Tagen
Join to apply for the Associate, Client Service role at IFM Investors . About IFM Investors IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. Our purpose is to invest, protect and grow the long‑term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems – and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years. Business Overview This team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of six areas of specialisation: Investment Operations & Client Service Investment Risk & Execution Oversight Business Transformation Investment Accounting & Tax Services Implementation Information Technology The Opportunity At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. We have created a workplace that’s inclusive, accountable and collaborative, where you’re given the opportunities to make a meaningful contribution and grow your skills while feeling valued and supported for who you are and what you bring to the team. The Role As an Associate, Client Service at IFM Investors, you will be at the forefront of delivering an exceptional operational client experience. Working as part of a global team, you’ll support the end‑to‑end management of client interactions, ensuring proactive, client‑centric service and seamless delivery. This role bridges customer service and financial expertise, collaborating with internal teams to resolve client needs and support the design and delivery of client reporting. Key Responsibilities Ensure timely delivery of capital call and distribution notices for seamless capital movements. Drive the creation and delivery of client, management, regulatory, and audit reporting, addressing related queries efficiently. Collaborate with internal teams (Global Client Solutions, Investment Accounting, Data Capability, etc.) on operational queries. Organise and monitor the team’s schedule and inbox to maintain high‑quality, timely service. Perform quality checks and oversight of reporting deliverables. Identify and implement process improvements to enhance operational efficiency and client satisfaction. Support team and business‑wide projects and initiatives. Your Background & Experience 5+ years’ experience in financial services or asset management, ideally in Client Service or Investor Relations. Direct client‑facing experience and familiarity with Fund Accounting and/or Performance Analytics highly advantageous. Experience with investor reporting and proven ability to champion quality client outcomes. Strong relationship‑building skills with internal and external stakeholders. Project management discipline and knowledge of Private Markets preferred. Bachelor’s degree in law, economics, finance, commerce, or related field. Strong technical knowledge, including handling large datasets, Salesforce, and MS suite (Excel, PowerPoint, Outlook, Power BI). Service‑minded, motivated, and able to manage competing priorities. Team player with a proactive, client‑centric approach. Ready to invest in what matters? With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more. Equal Opportunity Statement IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at #J-18808-Ljbffr
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Client Services Associate
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Client Service Associate
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City of Melbourne, Österreich IFM Investors VollzeitIFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. Our purpose is to invest, protect and grow the long‑term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental...