Opportunity Description
- Growing fund manager
- Collaborative, mature and respectful team culture
- SE Suburbs - Melbourne
The Company
Our client is a well-established funds management firm that offers a wide range of investment opportunities to both high-net-worth individuals and retail investors.
Reporting to the Investment Operations Manager you will be part of a 9 strong Investment Operations team and will be joining an organisation which values their staff and who are keen to promote a healthy work/life balance.
The Role
- Process investment applications, redemptions, renewals and transfers.
- Respond to client enquiries via phone and email, providing clear and professional information.
- Contribute to continuous improvement of administrative processes and client service delivery.
- Produce and distribute investor reports.
The Candidate
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Submit your application for Client Services Officer - Funds Management at Kaizen Recruitment
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