Investment Client Service Analyst
Employment Info
JOB SUMMARY
Requirements
- Experience in client service, account management, operations, or administration within investments or financial services.
- Strong communication and stakeholder management skills.
- High attention to detail and strong organizational ability.
- A proactive, collaborative, and client-focused approach.
- Proficiency in Microsoft Office, including Excel, PowerPoint, and Word.
Responsibilities
- Support day-to-day servicing for investment clients.
- Respond to client queries and coordinate timely resolutions.
- Prepare client reports, presentations, and meeting materials.
- Liaise with internal teams across investments, operations, and compliance.
- Support onboarding, transitions, and ongoing client maintenance activities.
- Help improve processes, maintain accurate records, and support risk and compliance standards.
Desired Qualifications
- Experience in investments, superannuation, wealth, or asset management is highly regarded.
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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