Investor Experience & Support Specialist

Talent Connect Australia; Sydney; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

5 weeks leave after 2 years

6 weeks after 3 years

Premium Sydney CBD office

New Surface Pro laptop

Extended parental leave

Job summary

Talent Connect Australia is seeking an Investor Experience professional to be the first point of contact for investors and financial advisers. You will resolve queries, route complex requests, and support onboarding and documentation while reporting to the Head of Investor Experience.

Join a well-funded, high-growth business with a modern Sydney CBD office and a strong focus on client service. Applicants must have full working rights in Australia.

Qualifications

• Background in unit registry, fund admin, investor services, or FS operations.
• Clear, professional written communication.
• Organised and detail-focused in a busy inbox.
• Calm, client-focused approach under pressure.
• Bonus: knowledge of unit trusts, funds, or registry/CRM tools.

Responsibilities

• Respond to investor and adviser queries by email and other channels.
• Triage requests: resolve simple ones, route complex ones with context.
• Manage and prioritise the investor communications queue.
• Support onboarding, documentation and application queries.
• Prepare distribution notices, statements and fund updates.

Skills

Unit registry

Fund admin

Investor services

FS ops

Written comms

Organised detail

Calm under pressure

CRM tools

Job description

Talent Connect Australia is seeking an Investor Experience professional to be the first point of contact for investors and financial advisers. You will resolve queries, route complex requests, and support onboarding and documentation while reporting to the Head of Investor Experience.

Join a well-funded, high-growth business with a modern Sydney CBD office and a strong focus on client service. Applicants must have full working rights in Australia.