In-Demand Associate service operations Jobs in Sydney Nsw

Client Service Associate - Funds Management
Pengana Holdings Pty Ltd —Sydney NSW
- Full-time
- Management
- Administrative experience
- Education
Quick Apply
1d
People & Culture Associate – Perpetual Corporate Trust
Perpetual Limited —Sydney NSW
- Urgently hiring
- Hybrid work
- Management
- Customer service
- Communication skills
- Work from home
11d
Google Hospitality Careers Interview Day
Compass Group Australia —Sydney NSW
- $27.47 - $38.32 an hour
- Part-time
- Hospitality
- Leadership
- Kitchen experience
Associate Director Partner Operations
Optus —Macquarie Park NSW
- Management
- Analysis skills
- Leadership
- Parental leave
- Employee discount
8d
Operations Associate
SoleHeeled —Sydney NSW
- Part-time
- Sales
- Customer service
- Communication skills
Operations Associate, AI
Careers at Eucalyptus —Sydney NSW
- AI
- Annual leave
- Parental leave
Quick Apply
Operations Associate (Full-Time) - Bondi Junction
ALO —Bondi NSW
- Weekend availability
- Microsoft Excel
- Sales
Quick Apply
3d
Operations - Client Account Services - Associate
JPMorganChase —Sydney NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- AI
Associate Director, Technology Business Operations
Premier's Department —Sydney NSW
- $149,739 - $178,369 a year
- Full-time
- Business
- Employee assistance program
8d
Stock Assistant, Sydney Trust
Hermès Paris —Sydney NSW
- Full-time
- Microsoft Office
- Communication skills
Research Operations Associate
SW Lab PTY LTD —Sydney NSW
- $33.50 - $35.00 an hour
- Part-time
- Hybrid work
- Research
- Analysis skills
- Education
Quick Apply
2d
Associate - Fund Management
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Annual leave
- Work from home
4d
Associate Operations Analyst
HotSchedules Corporate —Bondi Junction NSW
- Full-time
- SQL
- Restaurant experience
- Communication skills
Project Support Associate x2
Southern Star Research —North Sydney NSW
- Full-time
- Hybrid work
- Research
- Microsoft Office
- Organisational skills
Quick Apply
Sales Assistant | LEGO® Certified Stores | Pitt St
AG LEGO® Certified Stores —Sydney NSW
- Sales
- Customer service
- Experience working with children
- Parental leave
- Employee assistance program
Quick Apply
International Associate Applications Service Manager
The Clorox Company —Sydney Olympic Park NSW
- Full-time
- Management
- Computer Science
- ERP systems
Back of House Supervisor
Compass Group Australia —Sydney NSW
- $38.32 an hour
- Full-time
- Culinary experience
- Leadership
- Kitchen experience
- Free food
Community Associate, Sydney
WeWork —Sydney NSW
- Full-time
- Hospitality
- Bar
- Sales
11d
Associate, Margining and Futures Operations
Macquarie Group Limited —Sydney NSW
- Contract
- Financial services
- Communication skills
Operations Supervisor
Amazon Commercial Services Pty Ltd —Moorebank NSW
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook

I want to receive the latest job alert for associate service operations in sydney nsw

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

associate service operations jobs near sydney nsw

Sales Assistant jobs in Sydney NSW

Operations Associate jobs in Sydney NSW

Director Of Technology jobs in Sydney NSW

Director Of People & Culture jobs in Sydney NSW

Project Associate jobs in Rockingham Wa

Work From Home Project Officer jobs in Sydney Nsw

Visa Sponsorship, Construction Project Manager jobs in Perth Wa

Project Engineer jobs in Sydney Nsw

Virtual Assistant, Work From Home jobs in Adelaide Sa

Assistant In Nursing jobs in Sydney Nsw

Australia Dental Assistant jobs in Augustine Heights Qld

Sales Assistant jobs in Oxley Act

Sales Assistant jobs in Malvern Sa

F T Bakery Sales Assistant Bakers Delight jobs in Camberwell Vic

Sales Assistant jobs in Hewett Sa

Sales Assistant jobs in Parramatta Nsw

Operations Associate jobs in Auburn Nsw

Operations Officer jobs in Thomastown Vic

Operations Associate jobs in Remote

Operations Support jobs in Geraldton Wa

Client Service Associate - Funds Management

Pengana Holdings Pty Ltd
Sydney NSW

Quick Apply

Job Details

Full-time
1 day 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 service operations jobs in sydney nsw

Client Service Associate - Funds Management

People & Culture Associate – Perpetual Corporate Trust

Google Hospitality Careers Interview Day

Associate Director Partner Operations

Operations Associate

Operations Associate, AI

Operations Associate (Full-Time) - Bondi Junction

Operations - Client Account Services - Associate

Associate Director, Technology Business Operations

Stock Assistant, Sydney Trust

Research Operations Associate

Associate - Fund Management

Associate Operations Analyst

Project Support Associate x2

Sales Assistant | LEGO® Certified Stores | Pitt St

International Associate Applications Service Manager

Back of House Supervisor

Community Associate, Sydney

Associate, Margining and Futures Operations

Operations Supervisor

I want to receive the latest job alert for associate service operations in sydney nsw

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected