Client Services Associate

1 month ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
Client Services Associate

Anton Murray Consulting is seeking a skilled Client Services Associate to join their team. As a key member of the Client Services team, you will be responsible for assisting with the processing and management of rebates related to Australian Unit Trusts.

This is an exciting opportunity for a junior to mid-level funds management professional to join a well-established Asset Manager. You will work closely with the Client Services team to ensure the efficient and accurate processing of rebates, as well as provide exceptional client service.

Key Responsibilities:

  • Assist with the preparation of instructions to transfer agencies and internal departments for rebate rates and payments
  • Set up rebate records for calculations accurately mirroring client agreed terms
  • Prepare client rebate statements and submit to relevant internal teams
  • Reconcile client accounts to internal systems/records
  • Confirm missing information with Client Account Managers and Relationship Managers

Requirements:

  • 2-5 years' fund operations experience from a fund manager, custodian, or fund services firm
  • Knowledge of Unit Trusts
  • Good level of competence on Microsoft Excel
  • Analytical approach and attention to detail
  • Effective communication skills on technical processes, verbal and written
  • Client-focused and flexible approach
  • Independent worker who is results-driven
  • Excellent communication and interpersonal skills
  • Ability to manage multiple priorities; flexible
  • Possess excellent organizational skills

About Anton Murray Consulting:

Anton Murray Consulting is a leading recruitment agency specializing in finance and accounting roles. We work closely with top financial institutions to find the best talent for their teams.

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