Client Services Officer

Key responsibilities include, but aren’t limited to

• Respond to daily enquiries from institutional clients, financial advisers and high net worth investors regarding fund performance, statements and transactions.
• Manage new client onboarding, including subscription and redemption documentation and AML and KYC requirements.
• Manage client service inboxes and incoming enquiries, ensuring requests are prioritised and responded to within agreed service standards.
• Maintain accurate and up to date client records in Salesforce, including contact and account information.
• Liaise with internal Operations, Compliance and Fund Accounting teams to resolve operational matters, including settlement issues and cash reconciliations.
• Prepare and distribute client reports, presentations and marketing materials for investors, consultants, researchers and platform partners.
• Assist with product dashboards and reporting for internal committees.
• Support marketing activities, including website updates, fund collateral and topic papers.
• Assist with client meetings, events and investor functions as required.
• Collaborate with colleagues across Distribution, Product, Operations, Compliance and Fund Accounting to deliver a high standard of client service.

About you

• You have a degree in economics, finance, business or similar, with 1–3 years’ experience in financial services, funds management, wealth management, client service, distribution support or a related environment.
• You enjoy working in a team and sharing information with other team members.
• Excellent written and verbal communication skills.
• Highly motivated, energetic, and capable of working autonomously.
• Strong attention to detail and organisational skills.
• Strong Excel and PowerPoint skills.
• You have a genuine interest in financial markets and are keen to build your knowledge.
• Experience with Salesforce or another CRM system is a plus.

What makes Warakirri unique?

• Part of a growing organisation that works across multiple business platforms.
• We have a workplace that values inclusion and where everyone is welcome and respected. This results in a caring and supportive team environment.
• Work-life balance is important to us, and we have several options, including flexible and remote working arrangements.
• There are several social events throughout the year, not just for you, but also for your family.
• We will invest in your future with ongoing Learning and Development opportunities.
• Our Employee Assistance Program includes free confidential counselling sessions for employees and their immediate family members for personal or work-related issues.
• We care about your health and wellbeing and have designed a wellbeing calendar with a purpose.

• You can apply by selecting “I'm interested” now, but if you have any additional questions, feel free to reach out to Niki Bosman at [email hidden] or 0439 703 866.
• Closing Date: Open until filled, so you are encouraged to apply now.
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