Member Services Associate - Investments

Profusion Group

Join a high performing team in a global leading investment management company as an Investor Services Associate working within their Retail channel.

  • $315 per day Incl. Super
  • Immediate Start
  • 3 Month Contract
Company Overview
This is an exciting new opportunity to work in one of the most highly regarded and largest investment management companies globally. Their ongoing success story continues to create outstanding opportunities for both internal and external candidates. Due to continuous growth, they have an opportunity for a Investor Services Associate to join their highly successfully and expanding Melbourne team.
Role Overview
The core purpose of the role will revolve around providing a strong level of service to current and prospective clients.
  • Utilise multiple communication channels to assist current and prospective clients;
  • Assist members with any changes to their account or investment platforms through policy or regulation;
  • Deliver knowledge on a wide product suite to current and prospective clients; 
  • Ensure compliance of client instructions to multiple standards. 
 Skills and Experience
  • Prior phone-based experience within Financial Services;
  • Ideally experience working across funds management or superannuation;
  • Strong analytical and problem solving abilities;
  • Strong verbal and written communication skills;
  • Undergraduate qualifications;
  • Preferably available within 2 weeks and able to commit to a minimum 3 month contract;
  • Prior experience working within investments management and knowledge of global markets.
What’s on Offer
The opportunity to gain exposure to the investment management sector with this revered financial services organisation, known for its unique culture and work-life balance focus. The role offers the chance to really improve and support your continued career development, with opportunities for ongoing work and career progression – a great way to get your foot in the door!

Express your interest through the Apply Now link below or contact Hagan Noronha directly on 03 9602 9815