Fixed Income Client Services Specialist

AUSIEX; Sydney; On-site; AUD 65,000 - 75,000; Full time

Job summary

AUSIEX in Sydney is seeking a Client Services Analyst in the Fixed Income division to provide back-office support, onboarding, AML/KYC checks, and data maintenance, while coordinating with internal stakeholders and external clients.

You will work as part of a team, handling queries by phone and email, promoting accuracy, timeliness, and exceptional client experience, with opportunities to expand your knowledge in intermediaries back-office functions.

Qualifications

• 1–3 years in financial services or client services.
• Tertiary qualifications in finance, banking, mathematics or related degree.
• Excellent people skills and client focus.
• Proficient in MS Office.
• Strong communication and ability to meet deadlines.

Responsibilities

• Complete onboarding for new clients and perform AML/CTF checks and KYC due diligence.
• Assist with security and client data maintenance and ensure approvals.
• Develop and maintain standard processes and coordinate seminars/trainings.
• Suggest process improvements and participate in projects with other departments.
• Liaise between front and back office to ensure seamless transactions and client experience.
• Answer client queries by phone and email.

Skills

Communication

Problem-solving

Time management

Teamwork

Attention to detail

Planning & organisation

Education

Finance/Banking degree

Tools

MS Office

Job description

AUSIEX in Sydney is seeking a Client Services Analyst in the Fixed Income division to provide back-office support, onboarding, AML/KYC checks, and data maintenance, while coordinating with internal stakeholders and external clients.

You will work as part of a team, handling queries by phone and email, promoting accuracy, timeliness, and exceptional client experience, with opportunities to expand your knowledge in intermediaries back-office functions.