Client Services Assistant Manager

1 week ago


Sydney, New South Wales, Australia Fidelity International Full time
Client Services Assistant Manager

About the Opportunity

Job Type:
Permanent

Application Deadline: 30 June 2024

Title Assistant Manager - Client Services

Department Operations

Location Sydney, Australia

Level 4

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 Excellence team and feel like you're 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

A vital source of first-line support, you'll work closely with the Associate Director and Client Services senior manager to help our clients manage their investments and save for the futures 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
  • Managing 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 and KYC documentation checks services which are provided by our outsourced unit registry provider
  • Manage fee rebate payments
  • Manage and facilitate RFP requests from Wholesale and Institutional clients, liasing with our regional and global colleagues
  • Support the research function within the Wholesale Sales team by the ongoing maintenance and establishment of research databases and regular and adhoc reporting and competitor analysis
  • Preparation of client reporting needs
  • Drive process improvements and change within the Client Services team
  • Explain our products and services, while making sure our clients can get the best out of our tools

About you
Eager to grow your knowledge and your career, you'll fit right in.

You will succeed because you:

  • Have solid experience in a customer service, distribution and/or product environment within Funds Management
  • Are RG146 compliant
  • Have experience completing RFP documents and detailed questionnaires and reports
  • Have knowledge of the Funds Management ecosystem, including the adviser and institutional landscape, including a working knowledge of product requirements and competitor analysis software
  • 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 high attention to detail
  • Can explain oftencomplicated information in a clear and understandable way
  • Aren't happy until your customer is
  • Be a leader and a proactive 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
Job ID J50854

  • Sydney, New South Wales, Australia Challenger Services Group Full time

    About UsAt Challenger Security (NSW Master Licence: , we are a leading company dedicated to safeguarding physical assets and infrastructure for our clients. With a commitment to excellence, we provide tailored security solutions to meet the unique needs of each client. As we continue to expand, we are seeking a skilled Client Service Manager to oversee our...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Ancillary Areas- PermanentOur client is a leading global share registry seeking an additional hire within their Employee Share Plans division.Share plan experience is not mandatory. The role will involve overseeing a small portfolio of clients, attending meetings and assisting the Client Services Managers with projects, system and billing setup as...


  • Sydney, New South Wales, Australia Boston Consulting Group Full time

    WHAT YOU'LL DOReporting to the Sydney Operations Services Senior Manager, the Client Services Assistant will work effectively as part of the Client Services Team, to carry out a diverse range of office and administration tasks to ensure the seamless running of daily operations.Responsibilities will include coordinating office logistics, meeting room...


  • Sydney, New South Wales, Australia 481 FIL Investment Management (Australia) Limited Full time

    About the Opportunity Job Type: Permanent Application Deadline: 30 June 2024 Title: Assistant Manager - Client Services Department: Operations Location: Sydney, Australia Level: 4 We've been dedicated to helping our clients secure better financial futures for over five decades. Our secret sauce? Collaboration and global support. Join...


  • Sydney, New South Wales, Australia Pinsent Masons Full time

    About Pinsent MasonsPinsent Masons is a multinational global professional services firm with a purpose - to make business work better for people. We empower our people to question how things are done and to be bold in their ideas. To encourage this we provide an environment where you can drive your career development, work flexibly and learn fast.While legal...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementContract or TemporaryThe Client Service Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.This role will be hired as an initial 3...


  • Sydney, New South Wales, Australia Flinders And Upper North Local Health Network Full time

    Client Service Assistant - Casual PoolJob no: 838730Work type: CasualLocation: Far NorthCategories: Catering and Hospitality, Support ServicesFlinders and Upper North Local Health Network, Whyalla Playford Salary: $ $27.65 per hour + 25% Casual Loading - Casual (up to 30 August WHA2 Overview The Services Assistant is responsible for providing a timely,...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Asset Management- PermanentThis position is a good quality, client facing role that will be liaising closely with external asset management clients of the business. Client Services Managers are part of the distribution function of the business, and work closely with the internal Relationship Managers and Sales team. The team has overall...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentOur client is a well established and growing financial services/registry 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 unit trusts/funds whilst developing and maintaining a strong business relationship with...


  • Sydney, New South Wales, Australia NSW Government -Corporate Services Full time

    Client Service Officer- Location: Various (Maroubra, Burwood, Strawberry Hills, Miranda ,Hurstville, Waterloo, Surry Hills)**:Employment type : 1x Ongoing full-time and 5x Temporary full-time:- Grade : Clerk Grade 2/4:Salary : $71,926 pa $83,211 pa plus superannuation and annual leave loading:- Talent pool will also be createdAbout the workHousing Services...


  • Sydney, New South Wales, Australia Kargo Full time

    Kargo is 400 employees strong across offices in New York City, Chicago, Dallas, Los Angeles, Sydney, and Auckland. But we're not stopping there, so stay tuned as we expand our map and our team.Summary of Job's Purpose:The Client Services Manager is the key point of contact for all client-facing relationships on post-sale direct or programmatic accounts. The...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Asset Management- PermanentOur client is a leading Australian Fixed Income Dealer seeking an Executive Assistant to join their team in Sydney.We are ideally seeking someone with a background in Admin and Office Support from a financial services environment seeking a stable long term role.Responsibilities: Directly assist the Managing Director with...


  • Sydney, New South Wales, Australia Institutional Shareholder Services Full time

    Let's be #BrilliantTogetherOverviewThe role of a Client Success Account Manager is a pivotal position that focuses on delivering exceptional account and relationship management to our esteemed clients based in Australia. With a primary responsibility for client retention, the Client Success Account Manager will oversee various aspects of the post-sales...


  • Sydney, New South Wales, Australia Recruitment Alternative Full time

    About the EmployerThis is an excellent opportunity for a challenging role with growth potential close to home for someone committed to a career in Financial Planning.Established 27 years ago this independent full spectrum financial services firm offering accounting and holistic financial advice across wealth creation, insurance, superannuation including...


  • Sydney, New South Wales, Australia FIS Global Full time

    Position Type:Full timeType Of Hire:Experienced (relevant combo of work and education)Education Desired:Bachelor of Commerce/BusinessTravel Percentage:10% Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people...

  • Client Services

    1 week ago


    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Ancillary Areas, Wealth Management- PermanentThis role would suit someone with at least one year's client services experience in an assistant adviser, desk assistant, client services or an equities support environment, seeking to get into a client-facing, Account Management role.Account Managers are accountable for the ongoing relationships with, and...


  • Sydney, New South Wales, Australia Institutional Shareholder Services Full time

    Overview:The Account Manager role provides account and relationship management to our Australia based clients. Responsible for client retention, they will manage the post-sales onboarding, training, client service, ongoing client engagement and development of client relationships to ensure maximum renewal of existing client revenue. As a product expert, they...


  • Sydney, New South Wales, Australia Profusion Group Full time

    My client is an independent Investment Management company located in Sydney CBD.They are looking for a Client Service Officer/Assistant to be responsible for delivering exceptional administrative services to the adviser team they support. Key Responsibilities:Support the team with regular admin tasks i.e. doc prep, data entry, reporting. Prepare and complete...

  • Client Services

    1 week ago


    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Asset Management- Contract or TemporaryOur client is a leading global fund services business seeking a Client Reporting Analyst on a 12-month contract to provide support services to the client service and Relationship Management team.The purpose of the position is to support the business in the achievement of its business objectives by providing...

  • Client Service

    1 week ago


    Sydney, New South Wales, Australia GOW Recruitment Full time

    $ Super per hour 6 month contract Excellent Team EnvironmentClient Service - OperationsOur client provides the essential financial infrastructure for delivering effective investment servicing solutions globally.Responsibilities: Delivery of highly valued services and solutions to complex clients Manage activities in servicing client relationships and client...