IFM Investors3 jobs

Associate, Client Service

Mid levelFull-timeHybridMelbourne VIC, AustraliaFinanceBusiness operationsCustomer service and supportPosted 1 month ago
View your fit0 of 9 criteria met

About the job

As an Associate, Client Service at IFM Investors, you will play a crucial role in delivering exceptional operational client experiences. This job is all about fostering strong relationships and ensuring seamless service delivery while collaborating with a global team. IFM Investors values inclusivity and offers a supportive environment where everyone can grow and contribute meaningfully.

You'll be responsible for

📬

Delivering client communications

Ensuring timely delivery of capital call and distribution notices for seamless capital movements.
📈

Creating client reports

Driving the creation and delivery of client, management, regulatory, and audit reporting, addressing related queries efficiently.
🤝

Collaborating with internal teams

Working with internal teams on operational queries to provide high-quality service.

Skills you'll need

🤝

Client service expertise

Strong experience in delivering exceptional client service and managing client interactions effectively.
💼

Financial services knowledge

Understanding of financial services, asset management, and familiarity with Fund Accounting and Performance Analytics.
📊

Project management skills

Ability to manage projects efficiently, ensuring timely delivery and quality outcomes.
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Meet the team

About the company

View your fit

0 of 5 criteria met
5+ years in financial services
Experience in asset management or client service is essential.

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Direct client-facing experience
Proven ability to build strong relationships with stakeholders.

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Investor reporting expertise
Demonstrated skills in delivering quality client outcomes.

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Technical proficiency
Strong knowledge of Salesforce and data handling tools.

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Project management skills
Experience managing projects in Private Markets preferred.

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