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Associate, Client Services

Due to significant growth, we are seeking an Associate, Client Services who will play a pivotal role in enhancing Pinnacle's distribution and client service capabilities.  We are looking to hire an individual who can work independently, has strong relationship and client service skills, and can take ownership of the responsibilities they are tasked with. 

You will be responsible for:

  • Providing and maintaining a high standard of customer service on behalf of Pinnacle and its affiliates
  • Monitoring the inbound service line and email addresses, ensuring strict service guidelines and response timeframes are met
  • Responding to application and investment queries
  • Managing key stakeholder relationships across our network of brokers, advisers, direct investors and custodians
  • Ownership of various investment platforms 
  • Review and approval of all online applications
  • Supporting the Distribution team with administration and research tasks
  • Assisting the Office Manager
  • Suggesting ways to enhance the customer service experience
  • Attending to various ad-hoc tasks

Desired skills and experience:

  • Currently studying or completed university qualifications (candidates across all backgrounds will be considered) or alternatively, an established career in financial services client service
  • Demonstrable communication and interpersonal skills
  • Commitment to building a career in investment management at Pinnacle

Only successful candidates will be contacted.

Closed a month ago
Closed a month ago
  • Job type:Graduate Jobs
  • Disciplines:

    Banking and Finance, Business and Commerce,

    ...
  • Work rights:

    Australian Permanent Resident, Australian Citizen

  • Work from home:

    Hybrid remote

    Hybrid remote

    Employees are allowed to work remotely some of the time but most of the work is done at the company’s physical office. Remote work is considered a perk or a privilege. For example, an employee may work from home for 1-2 days per week.

  • Locations:

    Sydney

  • Closing Date:25th May 2022, 4:16 am

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