Australia/New Zealand Client Service Associate

Résumé du poste

The Client Service Associate manages operational aspects of client relationships and communicates with high-net-worth clients via phone and email. They also coordinate with brokerage custodians and Investment Counsellors to ensure operational excellence and resolve documentation issues.

Détails du poste

Overview Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments Australasia Pty Ltd (FIA), we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm’s relationship with them. You will manage operations locally across many different functions and be a part of a collaborative team that will challenge you to grow and help build the foundation to launch your lifelong career with Fisher Investments Australasia. This position is located in Sydney. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization. The Day-to-Day: Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment Fulfill operational tasks between FIA and our top brokerage houses who act as our dedicated custodians Establish and clear accounts and resolve documentation and transfer issues Work with Investment Counsellors (ICs) to ensure operational excellence for all client enquiries Your Qualifications: A University degree or equivalent combination of education and experience At least 1 year of experience in an operational or back-office capacity Commitment to maintain quality of work while sticking to a timeline You meet challenges head-on and learn from your setbacks You are engaging and can connect with a wide array of audiences by phone and email Why Fisher Investments Australasia: At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients’ interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing. The next stage of our growth will be driven by the expansion of our Private Client Group into Australia and New Zealand. You will be at the frontier of this expansion. You will join FIA's workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe. Benefits: 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base 20 days of annual leave, in addition to 10 paid holidays Employee Assistance Program and other emotional wellbeing services $10,000* fertility, hormonal health and family-forming benefit A collaborative working environment that practises ongoing training, educational support and employee appreciation events This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER

Ce que vous ferez

The Client Service Associate manages operational aspects of client relationships and communicates with high-net-worth clients via phone and email. They also coordinate with brokerage custodians and Investment Counsellors to ensure operational excellence and resolve documentation issues.

Exigences

Candidates must hold a university degree or equivalent combination of education and experience. At least one year of experience in an operational or back-office capacity is required.

Avantages

• Supplemental healthcare plan • Medical insurance • Dental insurance • Vision insurance • Superannuation contributions • Annual leave • Paid holidays • Employee assistance program • Fertility and hormonal health benefit • Ongoing training • Educational support • Employee appreciation events

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Résolution de problèmes · Souhaitée
• Communication · Souhaitée
• Team Collaboration · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Client service
• Operational support
• Communication
• Relationship management
• Financial services
• Documentation management
• Account reconciliation
• Team collaboration
• Problem solving
• Time management
• Back-office operations
• Brokerage
• Investments
• Employee Assistance Programs
• Finance
• Financial Services
• Legislation
• Operational Excellence
• Operations
• Coaching
• Team Oriented

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Administrative
• Client Service Associate
• Client Service Representative / Associate
• Inquiry Clerks
• Customer Service Representatives