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Client Implementation Specialist

2 months ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
Client Implementation and Onboarding Manager

Our client, a leading global fund manager, is seeking an experienced professional to join their Global Client Services team as a Client Implementation and Onboarding Manager for a 12-month maternity leave contract.

This role involves overseeing the end-to-end onboarding of separately managed client accounts, including coordinating contract negotiations, investment management agreements (IMAs), and investment guidelines. The successful candidate will also support the client servicing team for Australian Unit Trusts and work on internal projects.

Key Responsibilities:
  • Project Management and coordination of new separate accounts and fund onboardings, as well as the management of various change events 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.
  • Use excellent judgment in involving relationship managers or escalating issues in the process accordingly.
  • 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 Australian Unit Trust:
  • Back up for the Client Service Analyst answering queries from underlying clients of the Australian Unit Trust.
  • Deal 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.
Personal Attributes, Skills, and Qualifications:
  • 7+ years of relevant experience.
  • Deep operational expertise and knowledge of requirements and the process for onboarding investment management clients and funds across various 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 prioritize workload.
  • Effective communication skills on technical processes, verbal and written.
  • Client-focused and flexible approach.