Client Service Associate - Funds Management

GOW Recruitment
Full time Australia, New South Wales Information and Record Clerks
Posted:
February 27, 2026
Location:
Australia, New South Wales, Australia

Job Description

Exciting opportunity for a Client Service Associate to join a leading Funds Management firm in Sydney!

This role is a fantastic opportunity for someone early in their career who wants hands-on exposure to investor servicing across a diverse range of funds management products. You'll work closely with internal stakeholders and external clients, helping to shape a premium client experience in a fast-paced, collaborative environment.

Key Responsibilities:

  • Respond to investor queries via email and phone
  • Manage relationships with external stakeholders
  • Provide investment advice and account support 
  • KYC/AML onboarding 
  • Support marketing and sales activities
  • Participate in client service projects and process improvements

What You’ll Bring:

  • Minimum 2 years experience in financial services 
  • Tertiary qualification in Finance, Business or rela...

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Job Overview

Job Type: Full time
Location: Australia, Australia
Posted: February 27, 2026
Deadline: April 08, 2026