Fidelity International Looking for Client Services Officer at Sydney, NS Full Time

Title: Client Services Officer

Department: Operations

Location: Sydney

Reports To: Associate Director – Client Services

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together – and supporting each other – all over the world. So, join our Client Services team and feel like you’re part of something bigger.

About your team

Customer expectations are growing all the time. Client Services make sure these are met. They provide invaluable support to clients and colleagues – building strong and trusting relationships with both.

About your role

A vital source of first-line support, you’ll work closely with the Client Services manager to help our clients manage their investments and save for the futures they want. As part of our academy, you’ll learn and grow every day – gaining the skills and knowledge you need to:

Handle and resolve a wide range of issues from an equally wide range of clients including direct investors, financial advisers and wholesale intermediaries – and colleagues too

Managing the establishment of new client account openings ensuring all documentation is received, verified and accurately recorded, along with the completion of all account opening and AML and KYC documentation checks – services which are provided by our outsourced unit registry provider

Answer enquiries, process requests and manage any complaints

Explain our products and services, while making sure our clients can get the best out of our tools

Make every conversation, email and letter a positive and helpful experience.

Preparation of investor specific reporting including fund fact sheets, asset allocation and distribution information

About you

Eager to grow your knowledge and your career, you’ll fit right in.

You’ll succeed because you:
have solid experience in a customer service environment – ideally finance-related

are RG146 compliant or have the ability to obtain qualification within 6 months after commencement

have knowledge of Anti-Money Laundering and Counter-Terrorism (AML/CTF) rules

know how to build rapport and communicate with all kinds of people

have good attention to detail

can explain often-complicated information in a clear and understandable way

aren’t happy until your customer is

be a pro-active member of a small team, bringing thoughts and new ideas to the table particularly in relation to continual process improvements, automation and efficiencies

are organised, reliable, capable and able to manage deadline oriented tasks and keep objectives on track

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.