Client Services Associate

THE COMPANY

Client Services Associate | Process Optimisation & Automation Focus

Reputable, fast-growing investment manager and fund services organisation specialising in best-in-class local and global investment management solutions. Growing team with impressive culture and genuine development opportunities.

THE ROLE

This isn't your typical Client Services role. We're looking for someone with a bit of an edge who enjoys working with data and improving how things are done. Working closely with the Head of Client Services, you'll manage client deliverables and report creation while playing a key role in spotting opportunities to improve reporting workflows, optimise templates, and add automation where it makes sense.

Key Responsibilities

• Managing client applications, redemptions and unit registry enquiries
• Designing, developing and delivering regular and ad-hoc reporting (internal and external)
• Identifyi...