Strategic Client Solutions Manager

5 days ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
Job Overview

Australia-based Corporate Trust CSM position available at Anton Murray Consulting.

Key Responsibilities
  • Ensure service and operational excellence in accordance with policies.
  • Manage client relationships across clients, including maintaining client relationship plans and conducting regular client visits.
  • Guarantee timeliness of all scheme regulatory lodgements.
  • Assist senior manager and senior client manager to ensure compliance is managed appropriately in accordance with the compliance plan controls.
  • Assist governance manager in monitoring service providers, including investment managers, custodians/prime brokers, and administrators.
  • Assist with on-boarding and integration of new business.
  • Manage off-boarding of schemes that are winding up.
  • Develop and maintain operational relationships with key service providers.
  • Maintain and manage the compliance system for assigned schemes.
  • Presentation at board and compliance committee meetings as required.
  • Participation in disclosure document and fund promotion material due diligence if needed.
  • Management and oversight of billing for assigned clients.
  • Review of regular reports provided by each client for compliance with scheme/trust reporting and disclosure requirements.
  • Escalation of any legal/regulatory red flags to senior members of the client management team.
  • Ensuring timely completion of all regulatory lodgements (annual financial statements, tax returns, and annual distributions) in accordance with policies and procedures.
Ideal Prior Experience
  • +5 years' experience in Financial Services, ideally within Corporate Trust or Custody or Asset Management.
  • Excellent client management skills and relationship management experience.
  • Strong knowledge of the managed funds industry and operational experience (custody/prime broker and administration) relating to managed funds.
Salary and Benefits

This role comes with an estimated salary of $110,000 - $140,000 per annum, depending on experience. Additional benefits may be discussed during the recruitment process.

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