Client Services Officer

Company Description

About your new working environment

Warakirri Asset Management Ltd (Warakirri) is a leading Australian funds manager and offers specialist investment vehicles and services to retail and wholesale investors with a focus on ethical investment, actively managed equities and agriculture. Warakirri also acts as investment manager for a number of agricultural entities that have operations across row-crop, dairies and cotton operations. We are a private company, 100% owned by our directors and employees, and we have a Board of Directors with majority independent director representation.

About your new job

If you have a degree in economics, finance, business or similar, and some experience in financial services, this could be a great opportunity for you. As a Client Services Officer with us, you'll join a growing asset management company and work closely with our national distribution team and broader business.

You'll get hands-on experience across our diverse portfolio, including agriculture, equities, currency management and real estate. You'll also build your knowledge of financial markets, investment products and the broader funds management industry, while working closely with experienced team members across the business.

If you've got a rural background or a connection to farming, that's a big plus!

We offer flexible working arrangements, with 2 days in the office (Melbourne CBD) and 3 days from home.

Job Description

Key responsibilities include, but aren’t limited to:

• Respond to daily enquiries from institutional clients, financial advisers and high net worth investors regarding fund performance, statements and transactions.
• Manage new client onboarding, including subscription and redemption documentation and AML and KYC requirements.
• Manage client service inboxes and incoming enquiries, ensuring requests are prioritised and responded to within agreed service standards.
• Maintain accurate and up to date client records in Salesforce, including contact and account information.
• Liaise with internal Operations, Compliance and Fund Accounting teams to resolve operational matters, including settlement issues and cash reconciliations.
• Prepare and distribute client reports, presentations and marketing materials for investors, consultants, researchers and platform partners.
• Assist with product dashboards and reporting for internal committees.
• Support marketing activities, including website updates, fund collateral and topic papers.
• Assist with client meetings, events and investor functions as required.
• Collaborate with colleagues across Distribution, Product, Operations, Compliance and Fund Accounting to deliver a high standard of client service.

Qualifications

About you

• You have a degree in economics, finance, business or similar, with 1–3 years’ experience in financial services, funds management, wealth management, client service, distribution support or a related environment.
• You enjoy working in a team and sharing information with other team members.
• Excellent written and verbal communication skills.
• Highly motivated, energetic, and capable of working autonomously.
• Strong attention to detail and organisational skills.
• Strong Excel and PowerPoint skills.
• You have a genuine interest in financial markets and are keen to build your knowledge.
• Experience with Salesforce or another CRM system is a plus.

Additional Information

What makes Warakirri unique?

• Part of a growing organisation that works across multiple business platforms.
• We have a workplace that values inclusion and where everyone is welcome and respected. This results in a caring and supportive team environment.
• Work-life balance is important to us, and we have several options, including flexible and remote working arrangements.
• There are several social events throughout the year, not just for you, but also for your family.
• We will invest in your future with ongoing Learning and Development opportunities.
• Our Employee Assistance Program includes free confidential counselling sessions for employees and their immediate family members for personal or work-related issues.
• We care about your health and wellbeing and have designed a wellbeing calendar with a purpose.

You can apply by selecting “I'm interested” now, but if you have any additional questions, feel free to reach out to Niki Bosman at [email protected] or 0439 703 866.

Closing Date: Open until filled, so you are encouraged to apply now.