About the Organisation
Our client is a well established funds management services business providing tailored investment solutions to leading investment managers and their clients.

Operating across multiple jurisdictions, they work with everyone from local boutique firms through to globally renowned asset managers, and are currently growing their Client Operations function with a newly created role in Brisbane.

About the Role
As Client Operations Officer, you'll work closely with the Client Operations and Client Services teams on client deliverables, managing investor transactions and ensuring internal and outsourced processes are performed accurately and efficiently.

This is a broad role, covering everything from current client application review and identification requirements through to transaction reconciliations, vendor management support and general client relationship support.

It's a great opportunity for someone looking to build a long term career within funds management operations.

Responsibilities
Review and manage new client application forms and associated identification requirements




Support the resolution of investor transaction issues and perform client holding and transaction reconciliations
Assist with vendor management, including monitoring outsourced service provider performance and supporting regular reviews
Help coordinate the production and distribution of investor statements, including monthly transaction statements and tax related documents
Respond promptly and professionally to client enquiries via phone and email
Collaborate across compliance, sales, finance and investment operations to address client needs
Assist in documenting and maintaining internal procedures for client servicing and administration

About You
Experience within Transfer Agency, Registry, or AML/KYC investor onboarding is highly regarded
Exposure to funds management or broader financial services is desirable
Strong communication and interpersonal skills, with the ability to build and maintain client relationships
Proficient in MS Office, with the ability to learn new systems quickly
Meticulous attention to detail with solid organisational and time management abilities
Self reliant and resourceful, comfortable taking initiative in a quick paced workplace

📌 Client Operations Officer Brisbane
🏢 Perigon Group Pty
📍 Brisbane