Client Manager
2 months ago
Based in Sydney CBD - Hybrid working arrangement- Opportunity to grow your career within a collaborative and supportive team.-
- Qualify for exciting benefits, incl. two weeks of additional paid leaveIn this role you will manage all aspects of a portfolio of clients in order to build and maintain effective client relationships in a manner that complies with the law, scheme/trust documentation, regulatory framework, Perpetual policies and procedures and applicable industry practice to ensure superior client service.
Sounds interesting? Here are some specifics about the opportunity:
- Completion of relevant fund obligations applicable to the role of trustee and responsible entity for a portfolio of registered and unregistered trusts- Ensure timeliness of all scheme regulatory lodgements- Assist the Senior Manager and Senior Client Manager to ensure compliance is managed appropriately in accordance with compliance plan controls- Coordinate and manage updates to scheme documents including PDS updates and service provider agreements.- Participate in disclosure document and fund promotion material due diligence- Assist Governance Manager in monitoring service providers including; investment managers, custodians/prime brokers, registries and administrators- Assist with the on-boarding and integration of new business- Manage the off-boarding of schemes that are winding up- Regular client liaison (meetings and phone)- Develop & maintain operational relationships with key clients and service providers- Maintain and manage delivers as per Perpetual’s internal compliance and risk recording systems- Present at the RE board and Compliance Committee meetings as and when required- Manage and oversee the billing for assigned clients- Review regular reports received by each client for compliance with scheme/trust reporting and disclosure requirements- Escalate any legal/regulatory red flags to senior members of the Client Management Team- Ensure all regulatory lodgements (annual financial statements, tax returns and annual distributions) completed at year end in a timely manner in accordance with Perpetual policies and procedures- Assist Relationship Manager and Risk Manager with annual compliance plan audit and any other risk or regulatory related audit or review- Oversee and coordinate the production of annual regulatory reporting including Financial Statements
To be considered for this opportunity, your qualifications, skills and experience could include:
- Business/accounting/economics/law degree desirable- Any tertiary qualification is acceptable with appropriate experience- Minimum 3 years’ experience in operating or provides services to a registered or unregistered trust- Strong client management and process management skills- Working knowledge of the managed funds industry and operational experience (custody, administration, registry, audit, investment operations) relating to managed investment schemes is highly regarded
Our opportunity We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best. Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.
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