Client Implementation Officer

at  Robert Walters

Our client, a global leader in asset management with over $4.1 trillion in AUM, is seeking a Client Implementation Officer. This role offers the opportunity to work within an organisation that is committed to investing responsibly to enable economic prosperity and social progress. This role is perfect for someone who is passionate about financial markets, has strong organisational skills, and is committed to delivering high-quality service.

What you’ll do:

• Coordinate and implement all stages of client onboarding, business changes and new business installations.
• Interact with key stakeholders including Investment Operations team, Client Relationship Managers, Client Service team, Portfolio Managers, and third-party providers.
• Ensure efficient coordination and timely completion of any business changes and new business implementation events.
• Participate in project and continuous improvement work streams.
• Support reviews of new mandates and products to understand inherent risks involved.
• Follow a Risk excellence framework by undertaking regular reviews of operational procedures and controls.

What you bring:

• Proven ability to work under pressure and manage multiple priorities while maintaining high quality of service.
• Minimum 5 years’ experience in a similar role from either an Investment Manager or Global Custodian.
• Relevant degree (Finance, Accounting, Economics).
• Strong English language skills, both written and verbal.
• Demonstrated ability to meet deadlines.
• High attention to detail required.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Charlotte Nairn on 02 8289 3137 for a confidential discussion.
Our client, a global leader in asset management with over $4.1 trillion in AUM, is seeking a Client Implementation Officer. This role offers the opportunity to work within an organisation that is committed to investing responsibly to enable economic prosperity and social progress ..

• Coordinate and implement all stages of client onboarding, business changes and new business installations.
• Interact with key stakeholders including Investment Operations team, Client Relationship Managers, Client Service team, Portfolio Managers, and third-party providers.
• Ensure efficient coordination and timely completion of any business changes and new business implementation events.
• Participate in project and continuous improvement work streams.
• Support reviews of new mandates and products to understand inherent risks involved.
• Follow a Risk excellence framework by undertaking regular reviews of operational procedures and controls