The Business:
A best-in-class investment solutions provider is expanding its client services capability to support continued growth across the retail, wholesale, and institutional segments. Known for its agile approach and commitment to excellence, the business partners with top-tier investment managers to deliver innovative and performance-led strategies. With a strong culture of collaboration and client focus, the team is looking to add a motivated and detail-oriented professional to help deliver exceptional service across a broad client base.
The Opportunity:
We’re looking for a Client Services Officer based in Sydney to join a dynamic team supporting daily operations and client interactions. Reporting to the Senior Manager – Client Services, you’ll work closely with internal stakeholders and external service providers to manage queries, deliverables, and process improvements.
What You’ll Do:
- Manage inbound client queries via phone and email with professionalism and accuracy
- Liaise with unit registry providers to resolve client requests
- Deliver daily and periodic client service tasks within expected timeframes
- Support internal teams including Operations, Product, and Distribution
- Assist in identifying and implementing process improvements
- Collaborate with Compliance, Legal, and Operations to resolve incidents
- Maintain strong working relationships across the business
- Provide proactive support to the Senior Manager – Client Services
- 1–3 years+ experience in a client servicing role , ideally within funds management or financial services
- Tertiary qualifications in finance, business, or a related field
- Strong understanding of client service processes and service provider roles
- Excellent communication skills and a client-first mindset
- High attention to detail and strong time management skills
- A proactive, enthusiastic attitude and ability to work both independently and in a team
- Proficiency in Microsoft Outlook, Excel, and Word
If you are interested in applying please apply below or email courtney.christensen@profusiongroup.com
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients.
We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
