Unit Trust Operations Consultant

SUMMARY:
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POSITION INFO:

? We're Hiring on Behalf of Our Client: Investment Client Services Consultant

Our client, a reputable financial services provider in the investment industry, is seeking a Client Services Consultant to join their high-performing Retail Operations division. This team plays a crucial role in delivering a seamless experience for individual investors and independent financial advisers by managing transaction processing and client support.

This position is ideal for a client-centric professional who thrives in a dynamic, fast-paced environment. You'll be responsible for ensuring that all client and adviser instructions are processed accurately and efficiently, and that queries are handled with care and professionalism.

The role requires a combination of transactional accuracy, strong communication, and team collaboration, and offers the opportunity to grow within a respected, client-focused organisation.

? Key Responsibilities

• Accurately process a variety of incoming investment instructions, including:

  • Opening new investment accounts

  • Processing top-ups, withdrawals, and account changes

• Follow up on pending instructions to ensure swift completion

• Maintain effective communication with clients and advisers via phone and email

• Deliver exceptional client service by resolving queries promptly and professionally

• Keep detailed records of all interactions on internal systems

• Support team members and leadership with workflow queries and escalations

• Stay up to date with industry regulations related to investment and pension products

? Requirements

• A relevant business degree and/or industry-related experience

• Exposure to the unit trust or life insurance industries is highly advantageous

• Solid understanding of investment-related legislation and compliance

• Proficient in Microsoft Word and Excel

? Key Competencies

• Excellent attention to detail

• Strong time management and organisational skills

• Effective problem-solving and critical thinking

• Outstanding verbal and written communication

• Client-first approach and a collaborative mindset

• Self-driven with the ability to work independently and as part of a team

? Why This Opportunity?

• Work with a well-established and respected financial institution

• Join a collaborative and professional team environment

• Build your career in client services and investment administration

• Opportunity to develop deeper knowledge in investment products and operations

? Ready to Apply?
If you’re a service-oriented professional with a passion for client experience and operational excellence, we’d love to hear from you