Client Services Analyst

A leading investment management firm with a strong presence in Sydney, Melbourne, and Denver is seeking a Client Service Analyst to join their highly regarded client service team. This is an exceptional opportunity for you to become part of a company that places performance and client satisfaction at the heart of its operations, managing significant funds across Australian and global equities.

As a valued member of the client service department, you will play a pivotal role in ensuring seamless communication between investors and the business, supporting both institutional and retail clients. The organisation is committed to nurturing talent, offering flexible working opportunities, ongoing training, and a supportive environment where your growth and development are prioritised. If you are passionate about delivering outstanding customer experiences within the investment sector and thrive in a collaborative setting, this role offers the perfect platform to advance your career.

• Join a respected investment manager with over two decades of experience and a reputation for excellence in client service and fund performance, providing you with exposure to industry-leading practices.
• Enjoy flexible working opportunities and access to professional development resources designed to help you grow your expertise in asset management while being supported by knowledgeable colleagues.
• Be part of a collaborative team culture that values interpersonal connections, open communication, and shared success, ensuring your contributions are recognised and celebrated.

What you'll do:

As a Client Service Analyst, you will be instrumental in facilitating smooth interactions between investors and the business. Your day-to-day activities will involve preparing impactful presentations for meetings, responding thoughtfully to investor queries, collaborating with distribution teams on strategic deliverables, and managing comprehensive reporting cycles. You will also play an important role in maintaining key databases such as Salesforce and RFP applications while project managing detailed questionnaires for consultants or platforms. By working closely with both internal colleagues and external partners, you will ensure that every client request is handled efficiently and professionally. Success in this position requires excellent organisational abilities, attention to detail, strong communication skills, and a genuine commitment to delivering exceptional customer experiences within the investment management landscape.

• Coordinate and prepare for client meetings and presentations by updating standard deliverables as well as creating new presentation materials tailored to specific audiences.
• Liaise effectively with third-party registry providers and direct investors to ensure all queries are addressed promptly and accurately via email and phone communication.
• Collaborate closely with distribution teams on strategy-related queries, fund information requests, prospect deliverables, and other investor needs.
• Lead the completion of consultant, research house, and platform questionnaires by gathering relevant data from internal stakeholders and ensuring timely submission.
• Oversee the checking and delivery of regular client reporting packages to maintain transparency and foster trust with investors.
• Assist in maintaining accurate client information within Salesforce, ensuring all records are up-to-date for efficient workflow across departments.
• Support the upkeep of standard client presentations as well as the Q&A database within external RFP applications to streamline responses to investor inquiries.
• Work collaboratively with colleagues and vendors to guarantee accurate fulfilment of client requests within agreed timelines.
• Project manage complex client questionnaires from initiation through completion, coordinating input from multiple teams as needed.
• Participate actively in projects aimed at enhancing client service processes or implementing new initiatives that improve overall efficiency.

What you bring:

To excel as a Client Service Analyst in this esteemed investment management firm, you will bring proven experience from similar roles within asset management or related financial services environments. Your background should include hands-on involvement in preparing reports or presentations for clients, handling complex queries efficiently, maintaining accurate records using CRM systems like Salesforce, and collaborating across teams on multi-faceted projects. Your ability to communicate clearly—both verbally and in writing—will be crucial when liaising with investors or internal stakeholders. A keen eye for detail ensures accuracy in all deliverables while your creative flair adds value during presentation preparation. Above all else, your commitment to providing outstanding customer service sets you apart as someone who genuinely cares about fostering long-term relationships built on trust.

• Demonstrated attention to detail combined with strong organisational skills that enable you to prioritise tasks effectively under tight deadlines.
• A creative mindset with an appreciation for design when preparing presentations or written materials for clients.
• Resourcefulness balanced by a collaborative approach; you are proactive yet enjoy working as part of a supportive team environment.
• Ability to think creatively when addressing complex issues or developing solutions for unique client requirements.
• Excellent interpersonal skills that allow you to build rapport quickly with both internal colleagues and external stakeholders.
• Strong oral and written communication abilities essential for clear correspondence with clients at all levels.
• Proven track record of delivering high-quality customer service within financial services or investment management settings.
• Solid understanding of investment concepts including equities markets (both Australian and global) gained through previous roles or academic study.
• Degree qualified with 1-2 years’ experience at an asset manager, advisor firm, platform provider, researcher organisation, registry provider or custodian institution.
• Proficiency in Microsoft Excel and PowerPoint is required; familiarity with Salesforce is highly desirable.

What sets this company apart:

This organisation stands out as one of Australia’s most respected investment managers thanks to its unwavering focus on performance excellence paired with an authentic dedication to client satisfaction. With offices spanning Sydney, Melbourne, and Denver—and approximately A$16bn under management—the company offers employees exposure to diverse markets while operating within a close-knit team environment. Staff benefit from flexible working arrangements that support work-life balance alongside generous training opportunities designed to nurture professional growth at every stage of your career journey. The culture here is inclusive: knowledge sharing is encouraged; achievements are celebrated; collaboration is woven into daily practice; leadership is approachable; everyone’s voice matters. Joining this team means becoming part of an organisation where your contributions have real impact—not just on business outcomes but also on the lives of clients who entrust their investments here.

What's next:

If you are ready to take the next step in your career within investment management by joining a supportive team dedicated to exceptional client outcomes, this opportunity could be perfect for you!

Apply today by clicking on the link—your future as a valued Client Service Analyst awaits!

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Stuart Sellar on 02 8289 3200 for a confidential discussion.