Join a global investment organisation committed to delivering superior outcomes for institutional clients. Work in a collaborative, inclusive environment that values innovation and excellence.
Role Overview
As Associate, Client Service, you’ll play a key role in managing the operational client experience. This position combines client service with financial expertise, ensuring seamless delivery of reporting and operational activities.
Key Responsibilities:
- Deliver timely capital call and distribution notices
- Prepare and manage client, management, and regulatory reporting
- Collaborate with internal teams on operational queries and data accuracy
- Monitor team inbox and schedules for timely service delivery
- Perform quality checks on reporting deliverables
- Identify and implement process improvements to enhance client satisfaction
- Support projects and initiatives across the business
Skills & Experience
- 5+ years’ experience in financial services or asset management
- Strong background in client service or investor relations
- Knowledge of fund accounting and performance analytics
- Proficiency in Salesforce and MS Office (Excel, Power BI)
- Excellent communication skills and ability to manage multiple priorities
- Bachelor’s degree in finance, commerce, economics, or related field
What’s on Offer
- Competitive remuneration and bonus structure
- Flexible work arrangements
- Professional development and clear career pathways
- Inclusive, collaborative culture
Click APPLY or contact Kim Nguyen at kim.nguyen@profusiongroup.com .
We are committed to fostering diversity and inclusion. We welcome applications from candidates of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disability, and those from culturally diverse communities.
