Customer Service Advisor jobs

A permanent full-time Client Services Advisor role based in Subiaco, paying from $80k + superannuation.

Your new company
My client is a leadingfunds management organisation, seeking a Client Services Advisor to join itsgrowing team. Based in Subiaco, this business specialises in deliveringexceptional service to investors while maintaining strong compliance standards.

Your new role
You will play a keyrole in delivering exceptional investor experiences while ensuring regulatoryrequirements are met. From onboarding new clients to maintaining AML recordsand supporting investor reporting, you will be integral to the team’s success.

Responsibilities include:

• Managing investoronboarding and application processing
  
• Ensuring AML and compliance obligations are met
  
• Maintaining CRMsystems and accurate investor data
  
• Preparing investor reports and assisting with monthly distributions
  
• Coordinating investorevents and providing reception support

What you'll need to succeed

• Experience in clientservices within funds management or financial services
  
• Knowledge of AMLregulations
  
• Strong organisational and time management skills
  
• Excellentcommunication and interpersonal skills
  
• High attention to detail and a proactive attitude

What you'll get in return
Work with a growingorganisation that values professionalism and offers a supportive team culturein a convenient Subiaco location.

What you need to do now
If you are passionateabout this role, click ‘apply now’ or for more information and a confidentialdiscussion, contact Taylah Brown at Hays on 08 9265 9128 or emailtaylah.brown@hays.com.au

At Hays, we valuediversity and are passionate about placing people in roles where they canflourish and succeed. We actively encourage people from diverse backgrounds toapply.

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