Investor Services Associate

Keegan Adams Recruitment; Sydney; Hybrid; AUD 65,000 - 75,000; Full time

Job summary

Keegan Adams Recruitment is seeking a customer-focused Investor Services professional to join the team in Sydney CBD with hybrid flexibility. You will manage investor and adviser enquiries via email and phone, support onboarding and documentation, and assist with AML/KYC and information requests.

You’ll maintain accurate registry information and collaborate with fund administration and operations on complex enquiries, aiming to improve the investor experience and overall service quality.

Qualifications

• Experience in registry, fund administration, investor services or financial services operations.
• Strong written and verbal communication skills.
• Confidence dealing with investors and financial advisers.
• Excellent attention to detail and accuracy.
• Professional, calm and helpful approach.
• Ability to manage enquiries from start to finish.
• Interest in developing broader knowledge across funds, registry and investor operations.

Responsibilities

• Responding to investor and financial adviser enquiries via email and phone
• Managing investor requests and ensuring queries are followed through to resolution
• Supporting investor onboarding, applications and documentation
• Assisting with AML/KYC and investor information requirements
• Maintaining accurate investor and registry information
• Supporting requests relating to holdings, transactions and investor communications
• Working with internal fund administration and operations teams on more complex enquiries
• Identifying recurring queries and opportunities to improve the investor experience

Skills

Registry experience

Fund administration

Investor services

Financial services operations

Job description

Are you working in registry, fund administration or investor services and looking for a role where you can move away from a high-volume, transactional environment?

This is an opportunity to join a growing financial services business where the focus is on providing a high-quality, responsive service to investors and advisers.
You’ll be part of the Investor Services team, managing a mix of email and phone enquiries across a portfolio of investment funds. Importantly, this isn’t a high-volume call centre environment. The focus is on understanding the enquiry, getting the detail right and providing a professional investor experience.

The role is based in Sydney CBD with hybrid flexibility, including one day working from home each week.

What you’ll be doing:

• Responding to investor and financial adviser enquiries via email and phone
• Managing investor requests and ensuring queries are followed through to resolution
• Supporting investor onboarding, applications and documentation
• Assisting with AML/KYC and investor information requirements
• Maintaining accurate investor and registry information
• Supporting requests relating to holdings, transactions and investor communications
• Working with internal fund administration and operations teams on more complex enquiries
• Identifying recurring queries and opportunities to improve the investor experience

Are you working in registry, fund administration or investor services and looking for a role where you can move away from a high-volume, transactional environment?

This is an opportunity to join a growing financial services business where the focus is on providing a high-quality, responsive service to investors and advisers.
You’ll be part of the Investor Services team, managing a mix of email and phone enquiries across a portfolio of investment funds. Importantly, this isn’t a high-volume call centre environment. The focus is on understanding the enquiry, getting the detail right and providing a professional investor experience.

The role is based in Sydney CBD with hybrid flexibility, including one day working from home each week.

What you’ll be doing:

• Responding to investor and financial adviser enquiries via email and phone
• Managing investor requests and ensuring queries are followed through to resolution
• Supporting investor onboarding, applications and documentation
• Assisting with AML/KYC and investor information requirements
• Maintaining accurate investor and registry information
• Supporting requests relating to holdings, transactions and investor communications
• Working with internal fund administration and operations teams on more complex enquiries
• Identifying recurring queries and opportunities to improve the investor experience

What we’re looking for:

Ideally, you’ll have some experience within registry, fund administration, investor services or a similar financial services environment.

You might currently be working in a larger registry or fund administration team and be looking for a role that offers more ownership, broader exposure and less of a high-volume service environment.

We’re looking for someone with:

• Experience in registry, fund administration, investor services or financial services operations
• Strong written and verbal communication skills
• Confidence dealing with investors and financial advisers
• Excellent attention to detail and accuracy
• A professional, calm and helpful approach
• The ability to manage enquiries from start to finish
• An interest in developing broader knowledge across funds, registry and investor operations

This would particularly suit someone who enjoys investor servicing but wants to move away from a heavily scripted, high-volume environment into a role where quality, accuracy and ownership of the investor experience matter more than call volumes.

Salary: $65,000–$75,000 + superLocation: Sydney CBDHybrid: 1 day working from home per week