Job Description
Pengana Holdings Pty Ltd is seeking an experienced Client Service Associate to join our Sydney team. This is a key client service and operational role, acting as a primary point of contact for direct clients and financial advisers and working closely with our external fund registry and internal operations, distribution and investment teams.
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Only successful candidates will be contacted.
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Key Responsibilities
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Manage client and adviser enquiries across phone and email, taking ownership of matters through to resolution.
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Liaise daily with the external fund registry to manage and resolve client, transaction and operational matters.
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Assist with investor onboarding, applications, redemptions and other transaction-related processes.
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Review client documentation and work with the registry to resolve outstanding or incomplete requirements.
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Maintain accurate client records across internal databases and CRM systems.
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Manage and elevate complex client and operational matters to the appropriate internal teams.
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Build and maintain strong relationships with clients, advisers and key external service providers.
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Work closely with operations,



distribution and investment teams to ensure client matters are managed efficiently.
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Skill & Experience
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The successful candidate will ideally have:
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Previous client service experience within funds management, investment management or a similar financial services environment.
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Demonstrated experience liaising directly with an external fund registry or similar investment administration provider.
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Practical knowledge of managed fund applications, redemptions, investor onboarding and transaction processing.
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Experience managing client and adviser enquiries and taking ownership of issues through to resolution.
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A sound understanding of operational procedures within a funds management or investment business.
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Robust attention to detail and the ability to manage multiple client and operational matters simultaneously.
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Excellent written and verbal communication skills and a professional approach to client service.
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This role would suit an experienced financial services professional who can operate with a high degree of autonomy and confidently manage relationships across clients, advisers, registry providers and internal stakeholders.

📌 Client Service Associate (New South Wales)
🏢 Pengana Holdings
📍 New South Wales