Client Services Manager

3 weeks ago


Sydney, Australia Succession Recruitment Pty Ltd Full time

Strong management, supportive team & culture
- Excellent career progression opportunities
- Rapidly growing business

**Why is this the company and the job for me?**
- Global provider of Professional Services with over 7000 clients and 600+ staff across 5 countries
- The team has seen 100% growth this year in the Unlisted Team and expect it to grow by another 100% next year
- Plenty of opportunity for career progression and development due to enormous growth
- Hybrid role (days in office, 2 from home) once you have passed probation
- Brand new offices
- Excellent training when you start and continuous development as you progress through
- Family feel, collaborative culture with a focus on everyone helping each other
- Coffee Club, Social events, and monthly drinks
- 36.25 hours a week - focus on work-life balance

**What will my day to day look like?**
- You will liaise with Clients, Investors and Advisors and respond to queries in a timely and accurate manner per agreed Service Level Agreements (SLAs), exceed client's expectations
- Ensuring all client registry reports are carried out in a timely and accurate manner per agreed Service Level Agreements (SLAs),
- Effective organisation and communication with allotments, redemptions, distributions, Adviser Service Fees, periodic statements, quarterly reports and communication with investors and advisers.
- Project manage and execute where required client Distributions, ecommunications and meetings
- Ensure team compliance with the company’s policies, procedures and audit processes.
- Identify, recommend and collaborate with the Head of Unlisted Services for training gaps, improvements to processes and team development
- Provide support, training, guidance and back up to other team members as required.
- Working cohesively with other divisions
- includes payments, registry, meetings, call centre, IT, risk and compliance
- All incidents and complaints to be investigated and closed out promptly upon being raised by staff members.

**What skills and experience do I need for the role?**
- Account Manager and Operational experience within Registries, Funds Management or Investment Operations.
- Knowledge of key ASIC requirements and Corporations Law requirements for Management Investment Schemes
- Excellent verbal and written communication skills
- Strong organisational skills and a positive energy.
- Advanced Microsoft Excel, MS, computer skills

***

**Sounds great How do I apply?**

***
If you have the skills and experience as detailed above, please contact John Hill at
**Succession Recruitment or upload your resume NOW


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