Client Services Associate

Nomura Holdings, Inc.; Sydney; Hybrid; AUD 90,000 - 120,000; Full time

Job summary

Nomura Holdings, Inc. in Sydney seeks a client servicing and sales-support professional to serve Australia and New Zealand clients and distribution partners.

You will collaborate with Sales on the client lifecycle, act as liaison between clients and the firm, and escalate service delivery issues. The role involves building strong internal relationships, handling client requests, providing regular reporting, and supporting pre- and post-sales activities with RMs and investment stakeholders.

Qualifications

• Minimum of 5-8 years of client servicing or sales support in the financial services industry.
• Strong experience in institutional & wholesale markets, especially Australia & New Zealand.
• Experience working in a complex, matrixed corporate environment.
• Proactive with discretion, sound judgement and attention to detail.
• Fluent in English, both written and spoken.

Responsibilities

• Dedicated central point of contact for Australia / New Zealand clients and distribution partners.
• Work closely with Sales on all aspects of client lifecycle and client relationships.
• Liaison between client and the firm.
• First point of escalation for clients and key internal teams on service delivery issues and opportunities.
• Builds strong relationships with key internal departments to guarantee clients’ needs are met.
• Handles client requests and queries.
• Provides regular reporting to clients, distributors, platforms, consultants and prospects.
• Provides effective pre- and post-sales support with RMs, Products Specialists and other investment stakeholders.

Skills

Client servicing

Sales support

Australian & NZ markets

Complex processes

Cross-functional collaboration

Education

University degree

Job description

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Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com

Job Description

• Dedicated central point of contact for Australia / New Zealand clients and distribution partners.
• Works closely with Sales on all aspects of client lifecycle and client relationships
• Liaison between client and the firm
• First point of escalation for clients and key internal teams on service delivery issues and opportunities
• Builds strong relationships with key internal departments to guarantee clients’ needs are met
• Handles client requests and queries
• Provides regular reporting to clients, distributors, platforms, consultants and prospects
• Provides effective pre- and post-sales support working closely with RMs, Products Specialists and other investment stakeholders
• Provides client servicing and sales support activities including:

• Collaborates with all relevant internal functions on client servicing efforts
• Perform other tasks and projects as assigned from time to time from senior management of NAM

• 1. Support, coordinate and oversight the client take-on and off process
• 2. Liaising with legal and various parties regarding client IMAs, distribution agreements, rebate agreements, NDAs, offer documents
• 3. Proactive ownership and coordination of complex client and distributor related queries and projects requiring input from various internal parties
• 4. Scheduling, coordinating and attending where applicable meetings and calls with clients alongside RMs
• 5. Support the RFPs, RFIs and due diligence questionnaires process, including coordinate with the RFP teams and other internal stakeholders
• 6. Provision of requested information and marketing materials

Candidate requirements

• Minimum of 5-8 years of Client Servicing or Sales support experience in the financial services industry
• Strong experience in key markets (Institutional & Wholesale) and key countries mainly Australia / New Zealand, and experience across the Asia ex-Japan region would be a plus.
• Experience working within a complex, matrixed corporate environment effectively, and ability to navigate complex processes.
• Display passion and energy to support the business growth.
• Have sensitivity, discretion, and sound judgement with the ability to interact at all levels.
• Team player with strong attention to detail
• Tertiary education (University Degree) required.
• Languages: Proficient in English (Written and Spoken).
• Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
• Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
• Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
• Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
• Inclusion : Respect DEI, foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).

Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.

DISCLAIMER

This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.