Client Associate recruitment

Orbis is a global investment management firm committed to excellence. Our current assets under management exceed US$25 billion in equity and absolute return funds and we employ over 300 people worldwide.

In its 22 year history, Orbis has outperformed the market significantly, adding value to our clients’ savings and wealth. We feel that much of our past success results from our fiercely independent, contrarian way of thinking. Our best investment ideas often arise when we take a view that is at odds with conventional wisdom. We find this holds true across all functions of the business as we are all given the opportunity to develop solutions and drive continuous improvements in an unconstrained environment.

The Team

OrbisAccess, our firm’s retail initiative, was formed in January 2010 with the vision of bringing our robust investment strategies directly to retail investors. With an emphasis on providing a fresh approach to investing, our mission is to empower these investors through an innovative business model and powerful products and services. This is an exciting opportunity for someone who has a keen interest in the investment industry and wants to work in a start-up culture backed by a successful financial establishment.

OrbisAccess is currently recruiting for the Client Associate role in London and Vancouver.

Opportunity

The Client Associate is responsible for managing all matters relating to new and existing clients’ investment accounts with OrbisAccess. The role offers the opportunity to develop a solid understanding in fund administration and operations within the investment management business and build long-lasting relationships with our clients. Responsibilities may include:

•Interact with OrbisAccess investors to deliver first-class service in providing client support and to resolve account and transaction-related queries

•Manage daily investment administration processes and liaise with 3rd party service providers as needed to ensure accuracy and timeliness of client account and transactions

•Work on individual and group projects to continue to improve business and operational processes, where applicable

Qualifications and experience

•General business, accounting or financial degree with a good academic track record (new graduates are welcome to apply)

•A client-centric focus to build and maintain client trust and confidentiality – previous experience in a customer-facing role is a strong asset but not required

•Driven individual with a high standard of personal integrity, accuracy and attention to detail

•Excellent verbal and written communication skills

•The candidate should enjoy working in a team environment and is flexible to take on a variety of tasks and responsibilities

Applications instructions

Please email a cover letter, CV and a copy of your transcripts to OA-Recruitment@orbisfunds.com.