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Client Service Manager
2 months ago
The Client Service Manager is a key position within our Asset Management team, responsible for building and maintaining effective client relationships and delivering superior client service. This role will be hired as an initial 3-month contract with a quick start, and we encourage WHV holders with relevant experience to apply.
Key Responsibilities- Client Relationship Management: Manage all aspects of a portfolio of clients to ensure effective relationships and deliver superior client service.
- Trustee Obligations: Ensure all trustee obligations are met in a timely manner, including completion of relevant fund obligations applicable to the role of trustee and responsible entity for a portfolio of registered and unregistered trusts.
- Compliance Management: Assist the Senior Manager and Senior Client Service Manager to ensure compliance is managed appropriately in accordance with compliance plan controls.
- Operational Relationships: Develop and maintain operational relationships with key clients and service providers.
- Reporting and Disclosure: Review regular reports received by each client for compliance with scheme/trust reporting and disclosure requirements, and escalate any legal/regulatory red flags to senior members of the Client Management Team.
- Regulatory Lodgements: Ensure all regulatory lodgements (annual financial statements, tax returns, and annual distributions) are completed at year-end in a timely manner in accordance with policies and procedures.
- Audit and Review: Assist the Relationship Manager and Risk Manager with annual compliance plan audit and any other risk or regulatory-related audit or review.
- Experience: Minimum 3 years' experience in operating or providing services to a registered or unregistered trust.
- Skills: Strong client management and process management skills, with a working knowledge of the managed funds industry and operational experience (custody, administration, registry, audit, investment operations) relating to managed investment schemes.
- Education: Business/accounting/economics/law degree desirable.
