Client Services Account Manager

2 weeks ago


Melbourne, Victoria, Australia Anton Murray Consulting Full time

Melbourne- Asset Management- PermanentOur client is a well-established and growing financial services business looking for a hands-on Client Services Manager to join their team.


The Client Services Manager will manage the delivery of the day-to-day administration of clients funds whilst developing and maintaining a strong relationships with a portfolio of clients by being the main point of contact for the client.


Primary Responsibilities:

  • Understanding the business' capabilities and service, and effectively communicates all offerings to clients
  • Work closely with the Team Leader to develop and maintain fund checklists for accurate processing and validation
  • Regularly meet with portfolio of clients in person reviewing their services and any investor projects.
  • The ability to professionally liaise with Clients, Investors and Advisors and respond to queries in a timely and accurate manner per agreed Service Level Agreements exceed client's expectations
  • Ensuring all client registry reports are carried out in a timely and accurate manner per agreed Service Level Agreements
  • Project manage and execute where required client Distributions, ecommunications and meetings
  • Provide support, training, guidance and back up to other team members as required.
  • Work closely with other team members to ensure all daily deadlines are met


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