Top Benefits
About the role
About the Opportunity
Job Type: Fixed Term ContractorContract duration : 14 months.Application Deadline: 31 October 2025
Job Description
Title: Client Services Officer
Department: Operations
Location: Sydney
Reports To: Associate Director - Client Services
Role Type: Fixed Term Contract (approx. 15 Month contract starting in November 2025)
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 Customer Service team and feel like you are part of something bigger.
About your team
Customer expectations are growing all the time. The Client Services team make sure these are met. They provide invaluable support to clients and colleagues and enable sales functions through the business – building strong and trusting relationships with both.
About your role
This role is a parental leave cover. As 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 future’s they want. As part of the team, 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
- Manage 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/KYC documentation checks – services which are provided by our outsourced unit registry provider
- Answer enquiries via email & phone, 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, performance, 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, distribution and/or product environment within Funds Management
- RG146 compliant
- 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.
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
*Data as of 31 March 2021
Top Benefits
About the role
About the Opportunity
Job Type: Fixed Term ContractorContract duration : 14 months.Application Deadline: 31 October 2025
Job Description
Title: Client Services Officer
Department: Operations
Location: Sydney
Reports To: Associate Director - Client Services
Role Type: Fixed Term Contract (approx. 15 Month contract starting in November 2025)
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 Customer Service team and feel like you are part of something bigger.
About your team
Customer expectations are growing all the time. The Client Services team make sure these are met. They provide invaluable support to clients and colleagues and enable sales functions through the business – building strong and trusting relationships with both.
About your role
This role is a parental leave cover. As 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 future’s they want. As part of the team, 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
- Manage 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/KYC documentation checks – services which are provided by our outsourced unit registry provider
- Answer enquiries via email & phone, 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, performance, 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, distribution and/or product environment within Funds Management
- RG146 compliant
- 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.
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
*Data as of 31 March 2021