• Suitable for recent Uni graduates
• Prime CBD location 
• $70k-80k + super (depending on exp)

Our client, a leading funds manager and non-bank lender, have an excellent opportunity to join their dynamic team supporting investor clients across multiple countries including Australia and Singapore. This role offers an opportunity to manage client relationships, handle enquiries, and assist with essential business operations.

The Role

Reporting to the Director of Client Services, your duties will include:

• Provide client support via phone, email, WhatsApp, and chatbot
• Manage client portfolios with personalised servicing and reporting
• Assist with registrations, onboarding, and servicing for investor clients
• Support compliance and audit requirements
• Ensure data accuracy at all times
• Process banking and treasury-related tasks efficiently
• Update client portals and test new functionalities

  Skills and Experience

• Bachelors degree in finance, business, or a related field (desired)
• Strong communication and organisational skills
• Ability to manage multiple tasks independently and in a team
• Problem-solving experience with complex client enquiries
• Knowledge of financial services, banking, or compliance standards (advantageous)
• Highly intuitive and flexible 
• Strong Microsoft 365 skills

Curtis Partnership specialises in Property, Sales, Marketing & Operations, Technology, Finance and Accounting recruitment.

Curtis Partnership is committed to supporting inclusive and diverse recruitment. We welcome applicants from all ages and genders, First Nations Australians, culturally and linguistically diverse groups, the LGBTQIA+ community and people with a disability. If provisions or adjustments in our recruitment process could better enable your application to shine please indicate this at the top of your resume.