Fund Services Professional

Role Summary

We are seeking a highly skilled and motivated professional to join our team as a Fund Operations Specialist. This is an exciting opportunity for a dynamic and driven individual to take on key responsibilities in delivering exceptional client experiences.

In this role, you will be responsible for acting as the daily contact and first point of escalation for clients and internal operations teams. You will take ownership of issues, assess, coordinate, and manage them with the assistance of relevant internal teams, ensuring service delivery standards align with the terms of the service level agreement between us and the client.

You will exhibit the ability to work with and manage through other functional areas both locally and globally, to ensure the provision of timely and efficient service. With a high degree of autonomy in managing your client base, you must exercise reasonable judgment regarding the escalation of issues to the Relationship Manager, your client service team manager, and appropriate operations managers.

Key Responsibilities:

• Establish schedules of service reviews with service delivery partners and conduct/run service reviews, incorporating service metrics and client reporting.
• Create and maintain "Paths to Green" for service functions operating below client expectations.
• Facilitate regular communication across all internal teams to support consistent service delivery (virtual team meetings).
• Establish rapport with the client to facilitate joint tactical planning for client and business-driven initiatives.
• Take a lead role in all service delivery initiatives.
• Be conversant in each product provided to the client from us, focusing on the superannuation funds segment.
• Understand how clients interact and impact each product group, leveraging this knowledge to facilitate timely problem resolution between the client and business Operations teams.
• Act as a subject matter expert in one or more product areas, proactively seeking to understand internal, client, or industry changes associated with their subject matter areas and driving that information for the benefit of the team.
• Manage internal virtual service teams involved in service delivery activities for the client.

Required Skills and Qualifications:

• A minimum 5 years' relevant industry experience in the financial services sector.
• Relevant knowledge and experience will be considered in conjunction with related business degrees or industry-recognized training (Certified Practising Accountant (CPA), Association of Chartered Certified Accountants (ACCA), Security Industry Association (SIA), The Australian Financial Security Authority (AFSA)).
• Demonstrated experience in, exposure to, and interest in global financial markets.
• Demonstrated experience and exposure to complex superannuation fund client bases.
• Demonstrated experience in and exposure to investment administration products, including Portfolio Accounting, Unit Pricing, Financial Accounting.
• Demonstrated experience and exposure to Investment Middle Office, Performance, and complex Fund Structure services.
• Demonstrated experience in forming, building, and leveraging internal and external client relationships.
• Proactively responds and adapts to change on a personal and professional level, supporting and influencing strategies to support business transformations and enhancements to current practices.
• Supports, drives, and influences the goals and strategies of the business by taking initiative, engaging others, expressing ideas, challenging the status quo, and effectively representing the Business function.
• Actively demonstrates leadership, influencing, and change management behaviors.

Preferred Skills and Qualifications:

• Team player
• Effective influencing and negotiation skills
• Effective and proven presentation skills
• Excellent communication skills
• Effective attention to the identification, prioritization, and resolution/escalation of risk issues
• Continuously displays effective analytical and decision-making skills
• Ability to work under pressure, prioritize appropriately, meet deadlines, and juggle simultaneous demands