In-Demand Distribution associate Jobs in St Leonards, Nsw

Client Service Associate - Funds Management
Pengana Holdings Pty Ltd —Sydney NSW
- Full-time
- Management
- Administrative experience
- Education
Quick Apply
3d
Associate Dispenser | OPSM | C | Vic | Epping
OPSM —Epping NSW
- Call employer
- Communication skills
- Health insurance
- Annual leave
Associate Director Active Portfolio Management
Commonwealth Bank —Sydney NSW
- Full-time
- Analysis skills
- Communication skills
3d
Credit Risk Data Analyst
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- SQL
- Financial services
- AI
- Annual leave
- Work from home
Global Advisory & Markets, GSET FPGA Engineer, Associate / Vice President, Sydney
Goldman Sachs —Sydney NSW
- Full-time
- Computer science
- Computer Science
- Engineering
- Travel reimbursement
- Health insurance
Tax Services/Fund Tax (Associate)
SS&C Technologies —Sydney NSW
- Full-time
- Hybrid work
- Finance
- Master's degree
- Analysis skills
- Annual leave
Associate Electrical Engineer - Medium Voltage
HDR —Sydney NSW
- Full-time
11d
Associate/Associate Director - Electrical (Critical Systems)
Cundall —Sydney NSW
- Full-time
- Schematics
- Engineering
- Electrical experience
Electrical Engineer (Building Services)
HDR —Sydney NSW
- Full-time
- Electrical experience
11d
EOI - Senior Fund Accountant – Hedge Funds
SS&C Technologies —Sydney NSW
- Full-time
- Hybrid work
- Management
- Finance
- No degree
- Health insurance
- Parental leave
Product Associate (Entry Level)
Equifax —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Product management
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4d
Retail Inventory Associate Specialist
Pandora Jewelry —North Sydney NSW
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
- Employee discount
6d
Fund Services - Taxation Reporting, Senior Associate
State Street —Sydney NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
6d
Associate Director, Supply Chain Account Management - ANZ
Alexion Pharmaceuticals,Inc. —Macquarie Park NSW
- AI
- Business
4d

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Associate Dispenser | OPSM | C | Vic | Epping
OPSM —Epping NSW
Benefits may include health care, retirement savings, paid time off/vacation, and various employee discounts. In addition, you may also be offered a competitive…

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Client Service Associate - Funds Management

Pengana Holdings Pty Ltd
Sydney NSW

Quick Apply

Job Details

Full-time
3 days ago

Qualifications

Investment
Investment management
Management
Administrative experience
Education
Bachelor's degree
Client services
Financial services
Communication skills

Full Job Description

Pengana Holdings Pty Ltd is seeking an experienced Client Service Associate to join our Sydney team. This is a key client service and operational role, acting as a primary point of contact for direct clients and financial advisers and working closely with our external fund registry and internal operations, distribution and investment teams.

Key Responsibilities

Manage client and adviser enquiries across phone and email, taking ownership of matters through to resolution.
Liaise daily with the external fund registry to manage and resolve client, transaction and operational matters.
Assist with investor onboarding, applications, redemptions and other transaction-related processes.
Review client documentation and work with the registry to resolve outstanding or incomplete requirements.
Maintain accurate client records across internal databases and CRM systems.
Manage and escalate complex client and operational matters to the appropriate internal teams.
Build and maintain strong relationships with clients, advisers and key external service providers.
Work closely with operations, distribution and investment teams to ensure client matters are managed efficiently.

Experience & Requirements

The successful candidate will ideally have:

Previous client service experience within funds management, investment management or a similar financial services environment.
Demonstrated experience liaising directly with an external fund registry or similar investment administration provider.
Practical knowledge of managed fund applications, redemptions, investor onboarding and transaction processing.
Experience managing client and adviser enquiries and taking ownership of issues through to resolution.
A sound understanding of operational procedures within a funds management or investment business.
Strong attention to detail and the ability to manage multiple client and operational matters simultaneously.
Excellent written and verbal communication skills and a professional approach to client service.

This role would suit an experienced financial services professional who can operate with a high degree of autonomy and confidently manage relationships across clients, advisers, registry providers and internal stakeholders.

Only successful candidates will be contacted.

Ability to commute/relocate:

Sydney NSW: Reliably commute or planning to relocate before starting work (Required)

Education:

Bachelor Degree (Preferred)

Experience:

Client services: 3 years (Preferred)

Language:

English (Required)

Location:

Sydney NSW (Required)

Work Location: In person

Quick Apply

Refine Your Search

distribution associate jobs in st leonards, nsw

Client Service Associate - Funds Management

Associate Dispenser | OPSM | C | Vic | Epping

Associate Director Active Portfolio Management

Credit Risk Data Analyst

Global Advisory & Markets, GSET FPGA Engineer, Associate / Vice President, Sydney

Tax Services/Fund Tax (Associate)

Associate Electrical Engineer - Medium Voltage

Associate/Associate Director - Electrical (Critical Systems)

Electrical Engineer (Building Services)

EOI - Senior Fund Accountant – Hedge Funds

Product Associate (Entry Level)

Retail Inventory Associate Specialist

Fund Services - Taxation Reporting, Senior Associate

Associate Director, Supply Chain Account Management - ANZ

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