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Client Implementation Specialist

2 months ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
Job Title: Client Implementation Specialist

Anton Murray Consulting is seeking an experienced Client Implementation Specialist to join their Global Client Services team. The successful candidate will be responsible for overseeing the end-to-end onboarding of separately managed client accounts, including coordinating contract negotiations, investment management agreements, and investment guidelines.

Key Responsibilities:
  • Project Management and coordination of new separate accounts and fund onboardings, as well as the management of various change events that may occur throughout the lifecycle of those arrangements.
  • Ensure client intent is understood and delivery is managed through disciplined processes and stakeholder management.
  • Develop a thorough understanding of account opening, investment onboarding, operational delivery, and legal arrangements, providing clear client and internal communications, and escalating issues appropriately.
  • Work closely with the Client Services Team throughout the lifecycle of the Onboarding event to ensure a smooth client experience and effective handover post-onboarding.
Client Servicing for the Australian Unit Trust:
  • Back up for the Client Service Analyst answering queries from underlying clients of the Australian Unit Trust.
  • Dealing with Responsible Entity and external transfer agency in problem resolution where needed.
Projects:
  • Active participant on identified projects and initiatives impacting the Client Account Management Team.
Requirements:
  • 7 years + relevant experience.
  • Deep operational expertise and knowledge of requirements and the process for onboarding investment management clients and funds across a variety of investment management segments.
  • High level of competence on various technology software such as Microsoft Excel, Visio/Process mapping tools, Tableau.
  • Analytical approach and attention to detail.
  • Ability to work to firm deadlines and effectively prioritise workload.
  • Effective communication skills on technical processes, verbal and written.
  • Client-focused and flexible approach.