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Client Service And Operations Associate, Sydney

Published 2022-01-26
Expires 2022-02-26
ID #853565809
Free
Client Service And Operations Associate, Sydney
Australia, Sydney, Sydney,
Published January 26, 2022

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Client service and operations associate


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Description

Overview: As a Client Service Associate you will support the launch and development of Fisher Investments Australia®. You will improve the firms success daily by working with managers to mitigate risks to the business and our clients. You will manage operations locally across many different functions and be a part of a collaborative team that will challenge you to grow and help build the foundation to launch your lifelong career with Fisher Investments. The broad scope of this role provides an excellent platform for those that hope to build scalable skills in financial services. You will report directly to your Client Service and Sales Support Manager who will aid in your professional development. Day-to-Day: Organize all documentation requests and statements for client meetingsUse internal systems/databases to assist partner groups in preparing portfolio recommendationsPartner with Compliance to ensure all documentation is gathered for our clientsWork with custodian banks to activate client accounts, facilitate asset transfers and handle account maintenance requestsPartner with different departments to ensure all inbound documentation is received by the correct person and actioned accordinglyWork with Investment Counsellors (ICs) to ensure operational excellence for all client enquiriesYour Qualifications:A University degree or equivalent combination of education and experienceAt least 2 years of experience in an operational or back-office capacity (experience within asset/wealth management industry beneficial)Commitment to maintain quality of work while sticking to a timelineProject management experience and capacity to prioritize based on priorityYou are engaging and can connect with a wide array of audiences by phone and emailWhy Fisher Investments Australia: At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients' interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing. The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe. Benefits: Comprehensive healthcare plan, Complete Gold Hospital plus Business 80 plan through GU Health (Fisher pays the Base Tier subsidy based on your family status and location)Superannuation, default fund CareSuper20 days of annual leave, plus bank holidaysMental health and wellness tools including AXA Employee Assistance Programme and Ginger coaching servicesReimbursement for annual flu vaccinationPersonal Information Collection Statement: As part of recruiting and hiring employees, Fisher Investments Australasia Pty Ltd (ACN 159 670 667) collects personal information. This collection is authorized by and, in some cases, required by Australian law. We obtain personal information directly from individuals and from third parties, such as professional recruiters. An individual's personal information will be used and disclosed in accordance with this statement and our Privacy & Cookie Policy, available at https://www.fisherinvestments.com/en-au/privacy. Sensitive information, such as health or criminal information will only be collected with consent. In some cases, refusal to authorize the collection of sensitive information, such as through a background check, may impede the recruitment and hiring process, including potentially preventing employment. We disclose personal information to other parties in accordance with our Privacy & Cookie Policy. Some of these third parties are service providers located outside of Australia, including our parent company in the United States. Our Privacy & Cookie Policy contains information about how individuals may access and seek correction of their personal information, how individuals may complain about a breach of privacy, and how we will deal with that complaint. FISHER INVESTMENTS AUSTRALIA IS AN EQUAL OPPORTUNITY EMPLOYER Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312), which provides services to wholesale clients only and outsources portfolio management to its parent company, Fisher Investments. Investing in equities and other financial products involves the risk of loss.

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    Fisher Investments Europe
    Registered on October 7, 2017

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    Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk. Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three different sub-categories: public finance, corporate finance and personal finance.


    Sydney ( (listen) SID-nee) is the state capital of New South Wales and the most populous city in Australia and Oceania. Located on Australia's east coast, the metropolis surrounds Port Jackson and extends about 70 km (43.5 mi) on its periphery towards the Blue Mountains to the west, Hawkesbury to the north, the Royal National Park to the south and Macarthur to the south-west. Sydney is made up of 658 suburbs, 40 local government areas and 15 contiguous regions. Residents of the city are known as "Sydneysiders". As of June 2019, Sydney's estimated metropolitan population was 5,312,163, meaning it is home to approximately 65% of the state's population.Indigenous Australians have inhabited the Sydney area for at least 30,000 years, and thousands of engravings remain throughout the region, making it one of the richest in Australia in terms of Aboriginal archaeological sites. During his first Pacific voyage in 1770, Lieutenant James Cook and his crew became the first Europeans to chart the eastern coast of Australia, making landfall at Botany Bay and inspiring British interest in the area. In 1788, the First Fleet of convicts, led by Arthur Phillip, founded Sydney as a British penal colony, the first European settlement in Australia. Phillip named the settlement after Thomas Townshend, 1st Viscount Sydney. Penal transportation to New South Wales ended soon after Sydney was incorporated as a city in 1842. A gold rush occurred in the colony in 1851, and over the next century, Sydney transformed from a colonial outpost into a major global cultural and economic centre. After World War II, it experienced mass migration and became one of the most multicultural cities in the world. At the time of the 2011 census, more than 250 different languages were spoken in Sydney. In the 2016 Census, about 35.8% of residents spoke a language other than English at home. Furthermore, 45.4% of the population reported having been born overseas, and the city has the third-largest foreign-born population of any city in the world after London and New York City.Despite being one of the most expensive cities in the world, Sydney frequently ranks in the top ten most liveable cities in the world. It is classified as an Alpha+ World City by Globalization and World Cities Research Network, indicating its influence in the region and throughout the world. Ranked eleventh in the world for economic opportunity, Sydney has an advanced market economy with strengths in finance, manufacturing and tourism. There is a significant concentration of foreign banks and multinational corporations in Sydney and the city is promoted as Australia's financial capital and one of Asia Pacific's leading financial hubs. Established in 1850, the University of Sydney was Australia's first university and is regarded as one of the world's leading universities. Sydney is also home to the oldest library in Australia, the State Library of New South Wales, opened in 1826.Sydney has hosted major international sporting events such as the 2000 Summer Olympics. The city is among the top fifteen most-visited cities in the world, with millions of tourists coming each year to see the city's landmarks. Boasting over 1,000,000 ha (2,500,000 acres) of nature reserves and parks, its notable natural features include Sydney Harbour, the Royal National Park, Royal Botanic Garden and Hyde Park, the oldest parkland in the country. Built attractions such as the Sydney Harbour Bridge and the World Heritage-listed Sydney Opera House are also well known to international visitors. The main passenger airport serving the metropolitan area is Kingsford-Smith Airport, one of the world's oldest continually operating airports. Established in 1906, Central station, the largest and busiest railway station in the state, is the main hub of the city's rail network.

    Source: https://en.wikipedia.org/