Senior Client Service Professional
1 week ago
Sydney, Australia
Job Description:We are seeking an experienced Senior Client Service Associate to join our team at Anton Murray Consulting.
Job Type: Full-time, 9 months contract with possibility of extension for strong performers
Salary: $80,000 - $100,000 per annum, depending on experience
Location: Sydney, NSW
About the Role:The Senior Client Associate is a critical member of our Client Management team, responsible for delivering exceptional client service and ensuring all trustee obligations are met in a timely manner.
- Assist the Senior Manager and Senior Client Service Managers in servicing the book of wholesale trustee clients
- Undertake assigned activities to ensure full compliance with trust obligations
- Administer trustee activities in accordance with policies and procedures
- Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds
- Monitor and complete all compliance requirements for allocated clients/funds
- Manage payments with internal and external custodians
- Build and maintain operational relationships with allocated clients
- Ensure working knowledge of all clients 'owned' by the team to provide backup and operational flexibility
- Involvement in ad-hoc projects as required
- Manage and complete all allocated trustee obligations in the compliance management system in a timely manner
- Assist with the maintenance of data in the compliance management system
- Assist in managing finance matters; including debtors, expenses, and billing across the client management team including the collection and collation of data required
- Assist in the preparation of board reporting packs/memos
- Maintain key scheme document records in accordance with Policy requirements, including maintaining a central unit registry for wholesale trusts
To be successful in this role, you will need:
- A Law/Business/Accounting/Economics degree
- Minimum 3 years' experience in Financial Services or related experience
- Excellent client management skills and experience
- Reasonable knowledge of fund structures
- Ability to manage and prioritise multiple tasks
- Strong attention to detail
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