
Investor Services Officer
Kaizen Recruitment
Posted 9 days ago
A great opportunity for an aspiring Investor Services Officer has now become available at a growing fund manager.
This exciting and diverse role is responsible for providing operational support and client services to investors and financial advisers and is integral to the ongoing success and growth of the business.
You will be responsible for:
- Processing new business applications for investment products and portal onboarding;
- Processing administrative support arising from requests, changes or withdrawals, redemptions and switches;
- Responding to inbound email, website and telephone enquiries from both clients and internal stakeholders;
- Conducting follow up calls for marketing campaigns or customer satisfaction surveys; AND
- Working closely with investors and financial advisers to facilitate quality customer experience.
Technical Skills & Qualifications required include:
- 1-4 years’ experience within an Operations, Administration or Client Services role;
- Excellent verbal and written communication and the ability to build strong relationships;
- Effective time management skills and attention to detail;
- The ability to think through situations and present solutions instead of problems;
- Results-driven with the initiative to drive excellent outcomes for clients; AND
- A team player with a positive mindset, willingness to learn and a ‘can-do’ attitude.
If you are interested in learning more about this position, please contact Julian Soames (julian@kaizenrecruitment.com.au / 0412 123 682 ) or Paris Deligianis (paris@kaizenrecruitment.com.au / 0412 123 587) or apply via the link below.
#SCR-julian-soames
#SCR-paris-deligianis
About Kaizen Recruitment
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
More Jobs
Membership Services Officer
Australian Nursing & Midwifery Federation
Facilities & Office Services Supervisor
legal eagles
Client Services and Intake Officer
Canberra Community Law
Customer Service Officer
Department of Justice
Client Services Officer Wagga Wagga
Relationships Australia
Senior Client Services Officer-Court Services
Department of Communities and Justice
Browse Jobs
by State
by Classification