In-Demand Associate financial adviser Jobs in Sydney, Nsw

Client Service Associate - Funds Management
Pengana Holdings Pty Ltd —Sydney NSW
- Full-time
- Management
- Administrative experience
- Education
Quick Apply
2h
Associate - Corporate Finance and M&A
Alvarez & Marsal —Sydney NSW
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Investment Banking Associate, Financial Institutions Group, Global Investment Banking, Sydney
Bank of America —Sydney NSW
- Full-time
- Analysis skills
- Bachelor's degree
- Communication skills
Associate - Corporate Finance and M&A
Alvarez and Marsal —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate Economist – Career Launch Program
Treasury —Sydney NSW
- $78,000 - $84,799 a year
- Full-time
- Parental leave
7d
Associate Economist – Career Launch Program (targeted)
Treasury —Sydney NSW
- $78,000 - $84,799 a year
- Full-time
- Parental leave
7d
Investment Banking Division - Associate, Investment Banking (Sydney/Melbourne)
Morgan Stanley —Sydney NSW
- Analysis skills
- Recruiting
- Communication skills
10d
AI Associate
HUB24 —Sydney NSW
- Full-time
- Hybrid work
- Computer science
- Azure
- Computer Science
- Parental leave
6d
AIOps Associate, Sydney
Marloo —Sydney NSW
- $90,000 - $110,000 a year
- Full-time
- Financial services
- AI
Quick Apply
14d
Associate Director or Senior Manager, Project Finance - Sydney
ANZ Banking Group —Sydney NSW
- Full-time
- Finance
- Communication skills
Associate Private Banker
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Annual leave
- Work from home
Associate, Structured Finance
Lightsource BP —Sydney NSW
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
GTM Associate, Sydney
Marloo —Sydney NSW
- $90,000 - $120,000 a year
- Full-time
- Management
- Sales
- Financial services
Quick Apply
Investment Banking Associate, Infrastructure, Global Investment Banking, Sydney or Melbourne
Bank of America —Sydney NSW
- Full-time
- Bachelor's degree
- Communication skills
Customer Service Officer
Hoxton Wealth —Sydney NSW
- Full-time
- Administrative experience
- Organisational skills
- Financial services
Quick Apply
Associate Director - Corporate Finance and M&A
Alvarez and Marsal —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate Director, Company and Personal Insolvency
Teneo —Sydney NSW
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate Director | Office of the Trustee
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Annual leave
- Work from home
6d
Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
Manager or Associate Director, Sale & Purchase Agreement (SPA) Advisory – Melbourne or Sydney
Alvarez and Marsal —Sydney NSW
- Full-time

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associate financial adviser jobs near sydney, nsw

Client Service Associate - Funds Management

Pengana Holdings Pty Ltd
Sydney NSW

Quick Apply

Job Details

Full-time
2 hours 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

associate financial adviser jobs in sydney, nsw

Client Service Associate - Funds Management

Associate - Corporate Finance and M&A

Investment Banking Associate, Financial Institutions Group, Global Investment Banking, Sydney

Associate - Corporate Finance and M&A

Associate Economist – Career Launch Program

Associate Economist – Career Launch Program (targeted)

Investment Banking Division - Associate, Investment Banking (Sydney/Melbourne)

AI Associate

AIOps Associate, Sydney

Associate Director or Senior Manager, Project Finance - Sydney

Associate Private Banker

Associate, Structured Finance

GTM Associate, Sydney

Investment Banking Associate, Infrastructure, Global Investment Banking, Sydney or Melbourne

Customer Service Officer

Associate Director - Corporate Finance and M&A

Associate Director, Company and Personal Insolvency

Associate Director | Office of the Trustee

Paraplanner, Perpetual Wealth Management

Manager or Associate Director, Sale & Purchase Agreement (SPA) Advisory – Melbourne or Sydney

I want to receive the latest job alert for associate financial adviser in sydney, nsw

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