Investor Services Associate

Are you early in your career and looking to build your future in financial services?

This is a great opportunity for someone with strong customer service experience, ideally from a call centre, retail, client support or administration environment, who is looking to step into a professional financial services role.

You’ll be the first point of contact for investors and financial advisers, helping manage enquiries, respond to requests and support a smooth investor experience. You don’t need direct funds experience, but a finance, business or commerce degree and a genuine interest in financial services will be highly regarded.

What you’ll be doing

• Responding to investor and adviser enquiries via email and other channels
• Managing a busy inbox and ensuring queries are handled quickly and accurately
• Directing more complex requests to the right internal team
• Preparing and assisting with investor correspon...