Client Services Officer

Key responsibilities include but arent limited to:

• Respond to daily enquiries from institutional clients financial advisers and high net worth investors regarding fund performance statements and transactions.
• Manage new client onboarding including subscription and redemption documentation and AML and KYC requirements.
• Manage client service inboxes and incoming enquiries ensuring requests are prioritised and responded to within agreed service standards.
• Maintain accurate and up to date client records in Salesforce including contact and account information.
• Liaise with internal Operations Compliance and Fund Accounting teams to resolve operational matters including settlement issues and cash reconciliations.
• Prepare and distribute client reports presentations and marketing materials for investors consultants researchers and platform partners.
• Assist with product dashboards and reporting for internal committees.
• Support marketing activities including website updates fund collateral and topic papers.
• Assist with client meetings events and investor functions as required.
• Collaborate with colleagues across Distribution Product Operations Compliance and Fund Accounting to deliver a high standard of client service.

Qualifications :

About you

• You have a degree in economics finance business or similar with 13 years experience in financial services funds management wealth management client service distribution support or a related environment.
• You enjoy working in a team and sharing information with other team members.
• Excellent written and verbal communication skills.
• Highly motivated energetic and capable of working autonomously.
• Strong attention to detail and organisational skills.
• Strong Excel and PowerPoint skills.
• You have a genuine interest in financial markets and are keen to build your knowledge.
• Experience with Salesforce or another CRM system is a plus.

Additional Information :

What makes Warakirri unique

• Part of a growing organisation that works across multiple business platforms.
• We have a workplace that values inclusion and where everyone is welcome and respected. This results in a caring and supportive team environment.
• Work-life balance is important to us and we have several options including flexible and remote working arrangements.
• There are several social events throughout the year not just for you but also for your family.
• We will invest in your future with ongoing Learning and Development opportunities.
• Our Employee Assistance Program includes free confidential counselling sessions for employees and their immediate family members for personal or work-related issues.
• We care about your health and wellbeing and have designed a wellbeing calendar with a purpose.

You can apply by selecting Im interested now but if you have any additional questions feel free to reach out to Niki Bosman at or.

Closing Date: Open until filled so you are encouraged to apply now.

Remote Work :

No

Employment Type :

Full-time