Logo for Client Operations Officer

Client Operations Officer

Perigon Group Pty Limited
Brisbane, QLD
A$90,000 p/a
Banking & Financial Services → Client Services
Full-time
Hybrid

Posted 1 day ago


Client Operations Officer - Brisbane

About the Role
Join a highly regarded financial services company dedicated to delivering innovative investment solutions for leading managers and clients. As a Client Operations Officer, you will play a key role in supporting the client investment experience by ensuring the seamless execution of investor transactions, managing client relationships, and liaising with service providers. This role will see you collaborating across teams to uphold high standards of accuracy and service quality.

Key Responsibilities

  • Support and monitor vendor relationships and performance.
  • Assist clients with fund applications and manage investor inquiries.
  • Track deliverables and process client instructions accurately.
  • Collaborate with internal teams to enhance service delivery and resolve issues.
  • Contribute to process improvements, investor statement management, and procedural documentation.

About You
You are an excellent communicator and proactive problem-solver with strong organisational skills. You thrive in fast-paced environments, consistently deliver high-quality results, and bring a keen eye for detail. Experience in financial services is preferred.

Qualifications

  • Bachelor’s degree in Business, Finance, or related field (preferred)
  • Experience in client services or customer support, ideally in financial services
  • Proficiency in MS Office, particularly Excel, and adaptability to new systems

For more information, please reach out to Zac Smith on 0466310409 | [email protected]


About Perigon Group Pty Limited

Sydney, NSW, Australia

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.

Looking for More Opportunities?

Explore more jobs with upfront salary details that respect your worth.

Client Advisor

Fuse Recruitment

Logo for Client Advisor
Brisbane, QLD
A$90,000 p/a
Full-time
Hybrid

Office Manager

FEC OPERATIONS (AUSTRALIA) PTY LTD

Logo for Office Manager
Brisbane, QLD
A$80,000-$100,000 p/a
Full-time
On-site

Client Services Officer

Bentley Recruitment

Logo for Client Services Officer
Brisbane, QLD
A$90,000 p/a
Full-time
On-site

Senior Client Service Officer

Profusion PAC Pty Ltd

Brisbane, QLD
A$85,000-$95,000 p/a
Full-time
On-site

Workforce Development Officer

Queensland Aboriginal And Torres Strait Island Child Protection Peak

Logo for Workforce Development Officer
Cannon Hill, QLD
A$90,000 p/a
Full-time
Hybrid

Operations Support Officer - Traffic Management

NEXUS TRAFFIC AUSTRALIA PTY LTD

Logo for Operations Support Officer - Traffic Management
Eight Mile Plains, QLD
A$80,000-$100,000 p/a
Full-time
On-site

Client Service Manager

Profusion PAC Pty Ltd

Robina, QLD
A$85,000-$95,000 p/a
Full-time
On-site

Client Service Officer - Accounting (WFH)

CANDOR Recruitment

Logo for Client Service Officer - Accounting  (WFH)
Edgecliff, NSW
A$80,000-$100,000 p/a
Full-time
Remote