Client Services Associate
Profusion Group ·www.profusiongroup.com
Apply direct- Global and Reputable Fund Manager
- 12 Month Temporary Opportunity With View to Permanent | Attractive Career Pathways
- Beautiful Office Located Centrally Within Melbourne CBD and Hybrid Working Arrangements
Company Overview
This is an exciting new opportunity to work in one of the most highly regarded and largest investment management companies globally. Their ongoing success story continues to create outstanding opportunities for both internal and external candidates. Due to continuous growth, they have an opportunity for a Client Services Associate to join their highly successful and higher performing team in Melbourne who are on a growth trajectory.
Role Overview
The core purpose of the role will revolve around providing a strong level of service to current and prospective advisers with a focus on fund queries and functions will include but will not be limited to;
The opportunity to gain exposure to the investment management sector with this revered financial services organisation. They take pride for being known for their unique culture and promoting work life balance and flexibility. The role offers the unique chance to really accelerate your career development and upskill across different asset classes - a great way to get your foot in the door!
Express your interest through the Apply Now link below or reach out to Kim at kim.nguyen@profusiongroup.com.
This is an exciting new opportunity to work in one of the most highly regarded and largest investment management companies globally. Their ongoing success story continues to create outstanding opportunities for both internal and external candidates. Due to continuous growth, they have an opportunity for a Client Services Associate to join their highly successful and higher performing team in Melbourne who are on a growth trajectory.
Role Overview
The core purpose of the role will revolve around providing a strong level of service to current and prospective advisers with a focus on fund queries and functions will include but will not be limited to;
- Utilising multiple communication channels to assist current and prospective members
- Assist members with any changes to their account or investment platforms through policy or regulation
- Deliver knowledge on a wide product suite to current and prospective clients
- Ensure compliance of client instructions to multiple standards
- RG146 qualified (preferred not essential)
- Experience working withing a similar environment and dealing with advisers or members - funds management, banking or superannuation within a contact centre
- Strong analytical and problem solving abilities
- Strong verbal and written communication skills
- Relevant undergraduate qualifications (Bachelor of Commerce, Finance, Business)
The opportunity to gain exposure to the investment management sector with this revered financial services organisation. They take pride for being known for their unique culture and promoting work life balance and flexibility. The role offers the unique chance to really accelerate your career development and upskill across different asset classes - a great way to get your foot in the door!
Express your interest through the Apply Now link below or reach out to Kim at kim.nguyen@profusiongroup.com.
Frequently asked questions
Who is hiring for the Client Services Associate role?
Profusion Group is hiring for the Client Services Associate position, a Shazamme client. Apply directly on the employer's career site.
Where is the Client Services Associate job located?
The Client Services Associate role with Profusion Group is based in Melbourne, VIC, AU. The role is hybrid-friendly.
Is the Client Services Associate role remote?
Yes — the Client Services Associate position at Profusion Group is hybrid. Candidates based in AU are preferred.
Is the Client Services Associate role full-time or contract?
This is a full time position at Profusion Group.
What experience level is the Client Services Associate role?
The Client Services Associate position is aimed at junior-level candidates.
How do I apply for the Client Services Associate role at Profusion Group?
Apply directly on Profusion Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.