Graduate Client Services Associate

Realm Investment House; Melbourne; In loco; AUD 60.000 - 80.000; Tempo pieno

Descrizione del lavoro

Realm Investment House is seeking a high-performing graduate to join the Distribution & Marketing team as a Client Services Associate, an entry-level pathway into a client-facing career in fixed income.

You will support relationships with financial advisers, platforms and institutional investors, build grounding in Australian and global credit markets, and develop communication and client skills for Realm’s investment capabilities.

Competenze

• High academic performance and strong verbal and written communication skills.
• About to graduate or hold a tertiary qualification in finance, commerce, economics or a related field.
• Strong attention to detail and organisational skills with the ability to manage competing deadlines.
• Strong Excel and PowerPoint skills; Salesforce experience is highly regarded.

Mansioni

• Act as a first point of contact for enquiries from advisers, platforms, and investors, supporting relationship management.
• Assist with meeting preparation, briefing notes, follow-ups and tracking of client actions.
• Onboard new clients and coordinate AML/KYC and redemption queries with the registry.
• Coordinate updates to fund documents and prepare fund reports and presentations.
• Ensure client materials go through compliance review and approvals before release.

Conoscenze

Verbal communication

Written communication

Attention to detail

Organisational skills

Excel

PowerPoint

Salesforce

Formazione

Finance/Commerce/Economics degree

Strumenti

Salesforce

Descrizione del lavoro

Realm Investment House specialises in Australian credit and fixed income, managing $12 billion AUM across both domestic and global markets. Since our inception in 2011, we have rapidly grown to become one of Australia's top-performing and reputable fixed income fund managers covering both public and private markets. Our success is rooted in a commitment to accountability, data-driven decision-making, and delivering exceptional results for our clients.

The Role:

We are seeking a high-performing graduate to join our Distribution & Marketing team as a Client Services Associate. This is an entry-level role designed as a pathway into a client-facing career in fixed income.

Working closely with our distribution team, portfolio managers, operations and compliance, you will support Realm’s relationships with financial advisers, platforms, research houses and institutional investors. You will build a strong grounding in Australian and global credit markets, our fund range and the regulatory framework we operate in, while developing the communication and client skills needed to represent Realm’s investment capabilities.

As your knowledge grows, you will take on greater responsibility, including attending client meetings, preparing and presenting fund updates, and contributing to sales and marketing initiatives.

This role suits a recent or soon-to-be graduate with strong academic results, excellent written and verbal communication skills, and an interest in financial markets.

Responsibilities:

Client service and relationship support

Act as a first point of contact for enquiries from advisers, dealer groups, platforms, family offices and direct investors. Resolve issues with the unit registry and operations as needed.

Support the distribution team with meeting preparation, briefing notes, follow-ups and tracking of client actions.

Help onboard new clients and coordinate application, AML/KYC and redemption queries with the registry.

Keep ongoing relationships with platforms, research houses and other intermediaries.

Fund documentation and marketing communications

Coordinate updates to fund documents, including PDSs, IMs, Target Market Determinations (DDO), fact sheets and fund profiles.

Support DDO obligations, including distributor reporting, complaints and significant dealing records.

Make sure client-facing materials go through compliance review and approval before release.

Help produce monthly fund reports, commentaries, investors updates and presentations.

Prepare and coordinate responses to due diligence questionnaires, RFPs and consultant or research house requests.

Required Skills & Experience:

High performing candidate with strong university marks and excellent verbal and written communication skills.

About to graduate, or tertiary qualification in finance, commerce, economics or a related field.

Strong attention to detail and organisational skills, with the ability to manage competing deadlines.

Strong Excel and PowerPoint skills. Salesforce experience is highly regarded.

An interest in financial markets and a proactive, team-oriented approach.

What We Offer:

The opportunity to join a high performing team to develop your skills in a supportive and growing fund manager.

Exposure to the funds management industry with a focus on Australian and global fixed income public and private markets.

A collaborative and inclusive work environment with opportunities for professional growth.