Client Liaison
- Flexible work opportunities for the right candidate
- Based in Sydney
- Hybrid working (2 days per week in the office): WFH and from open plan offices.
About the role
We have an opportunity for a Client Liaison to join us as a key member of our rapidly growing team.
The role will be particularly focused on supporting team engagement with clients, both investors and borrowers. The role is administrative, operational and has a large component of direct contact with Capspace clients.
Key responsibilities
Key responsibilities include:
- Support Capspace in growing the FUM, the loan portfolio including identifying including identifying opportunities to improve the onboarding and ongoing management processes for all clients
- Manage the investor pipeline from origination to onboarding including responsibility for maintaining the pipeline and presenting regular updates to management
- Maintain and improve the investment and loan portfolio management including data input, analysis and reporting
- Ensure all investments are appropriately documented and in order.
Skills and experience
To effectively perform this position, the successful candidate will require the following:
Knowledge
- Some knowledge of Australian investment alternatives (preferably RG146 compliant)
- Some knowledge of processes involved in financial services.
Experience
- 3 – 5 years’ experience in financial services or similar industries including client relationship and operational processes
- An ability to manage the processes from deal origination to documentation and onboarding
- Experience in data input and management.
Qualifications
- Undergraduate degree considered to be an advantage
- Post graduate qualifications in investment will be valuable.
Skills & Abilities
- Ability to think clearly and logically
- Excellent interpersonal skills and ability to communicate effectively at all levels
- Strong written communication skills
- Strong team ethic and ability to engage team members and stakeholders
- Self-driven and motivated to achieve
- Commitment to quality and ability to maintain high standards
- Ability to multi-task and allocate/review priorities to meet deadlines.
What we offer
We believe in investing in our people. While our list of benefits continually grows, here is what you will enjoy as a member of the Capspace team:
- Flexibility in days and hours worked
- Learning and career development opportunities
- Casual dress code
- Annual performance bonus
- Weekly team lunches
- Birthday leave.
Who is Capspace
At Capspace, we're redefining the non-bank lending space.
We're a passionate team that uses innovation to connect growing SMEs with the capital they need to thrive.
Named as 2024 finalists for Non-Bank of the Year and Innovator of the Year, our goal is to be Australia's preferred and most trusted non-bank to SMEs and investors.
While we have defined roles, we're a collaborative team that work together in a flat structure, where ideas flourish and everyone contributes. We recognise and reward the dedication that drives our success.
If you're looking to make an impact, work in a motivated and inspiring environment, collaborate with a talented team, and disrupt the non-bank space, then join us in shaping the future of finance!
How to apply
See yourself thriving at Capspace in this role? Apply now and take the next step in your career.
To apply, please send your resume and a cover letter highlighting your skills and experience to enquiries@capspace.com.au, noting the title of the role in the email subject heading.
A note to recruiters: This role is being managed by the Capspace HR team and our preferred recruitment partners.