Client Relationship Manager
6 days ago
At Anton Murray Consulting, we are seeking a highly skilled Client Account Manager to join our team. As a Client Account Manager, you will be responsible for managing all aspects of a portfolio of clients to build and maintain effective client relationships and deliver superior client service.
Key Responsibilities- Client Relationship Management: Manage client relationships across a portfolio of clients, including maintaining client relationship plans and conducting regular client visits.
- Operational Excellence: Ensure delivery of service and operational excellence in activities in accordance with policies.
- Regulatory Compliance: Ensure timeliness of all scheme regulatory lodgements and assist in managing compliance in accordance with compliance plan controls.
- Service Provider Management: Assist in monitoring service providers, including investment managers, custodians/prime brokers, and administrators.
- On-boarding and Off-boarding: Assist with the on-boarding and integration of new business and manage the off-boarding of schemes that are winding up.
- Operational Relationships: Develop and maintain operational relationships with key service providers.
- Compliance Management: Maintain and manage the compliance system for assigned schemes.
- Reporting and Analysis: Review regular reports provided by each client for compliance with scheme/trust reporting and disclosure requirements.
- Escalation and Communication: Escalate any legal/regulatory red flags to senior members of the Client Management Team.
- Education: Business/Accounting/Economics/Law degree desirable, though any tertiary qualification would be acceptable with appropriate experience.
- Experience: Ideally 5 years' experience in Financial Services, with excellent client management skills and relationship management experience.
- Industry Knowledge: Strong knowledge of the managed funds industry and operational experience (custody/prime broker and administration) relating to managed funds.
- Skills: Strong process management skills, excellent time management skills, and ability to work in a fast-paced environment.
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Client Relationship Manager
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