HNWI Client Services & Ops (ANZ)

Fisher Investments; Sydney; Hybrid; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Healthcare premiums for employees and

Superannuation contributions

20 days annual leave

Employee Assistance Program

Fertility and family-forming benefit

Hybrid work options

Inclusive employer

Job summary

Fisher Investments Australasia Pty Ltd is seeking a Client Service Associate in Sydney to support high-net-worth clients. You will manage communications by phone and email, handle operational tasks between FIA and custodians, and work with Investment Counsellors to ensure smooth client interactions.

Ideal candidates have a university degree or equivalent and at least 1 year of back-office experience, with a strong eye for quality and timelines and excellent client communication skills.

Qualifications

• University degree or equivalent combination of education and experience.
• At least 1 year of experience in an operational or back-office capacity.
• Commitment to maintain quality of work while sticking to a timeline.
• You meet challenges head-on and learn from your setbacks.
• You are engaging and can connect with a wide array of audiences by phone and email.

Responsibilities

• Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment.
• Fulfill operational tasks between FIA and top brokerage houses who act as custodians.
• Establish and clear accounts and resolve documentation and transfer issues.
• Work with Investment Counsellors to ensure operational excellence for all client enquiries.

Skills

Customer service

Communication

Client relationship

Education

University degree or equivalent

Job description

Fisher Investments Australasia Pty Ltd is seeking a Client Service Associate in Sydney to support high-net-worth clients. You will manage communications by phone and email, handle operational tasks between FIA and custodians, and work with Investment Counsellors to ensure smooth client interactions.

Ideal candidates have a university degree or equivalent and at least 1 year of back-office experience, with a strong eye for quality and timelines and excellent client communication skills.