At a Glance
- Tasks: Manage investor enquiries and support onboarding while improving service quality.
- Company: Join a dynamic team at Keegan Adams Recruitment in Sydney CBD.
- Benefits: Enjoy hybrid flexibility, competitive salary, and a supportive work environment.
- Other info: Opportunity for growth in a collaborative and innovative setting.
- Why this job: Make a real impact on investor experiences and enhance service quality.
- Qualifications: Customer-focused mindset and strong communication skills required.
The predicted salary is between 63000 - 77000 $ per year.
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.
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Investor Services Specialist in Sydney employer: Keegan Adams Recruitment
Join a dynamic and forward-thinking Private Wealth firm that prioritises employee growth and development, offering a unique opportunity to shape the FP&A function while working closely with the executive team. With a strong emphasis on collaboration and innovation, this role not only provides significant exposure to senior leadership but also encourages a culture of continuous improvement and strategic influence. Enjoy a supportive work environment that values your insights and contributions, making it an excellent place for professionals seeking meaningful and rewarding employment.
