Client Services Manager

2 weeks ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- Wealth Management- PermanentOur client is a well established and growing financial services/registry business looking for a hands on Client Services Manager to join their team.

The Client Services Manager will manage the delivery of the day to day administration of unit trusts/funds whilst developing and maintaining a strong business relationship with a portfolio of clients by being the main point of contact for the client to the registry.

The role of a Client Services Manager is to consistently provide excellent customer service and support to clients, as well as represent client needs and goals within the organization to ensure quality. A Client Services Manager should identify opportunities to assist the client’s needs by offering the full range of products and services

**Primary Responsibilities**:

- Understanding the business’capabilities and service, and effectively communicates all offerings to clients
- Work closely with the Team Leader, Unit Trust Administration to develop and maintain fund checklists for accurate processing and validation
- Regularly meet with portfolio of clients in person reviewing their register, services and any investor projects.
- The ability to professionally liaise with Clients, Investors and Advisors and respond to queries in a timely and accurate manner per agreed Service Level Agreements (SLAs), exceed client’s expectations
- Ensuring all client registry reports are carried out in a timely and accurate manner per agreed Service Level Agreements (SLAs),
- Effective and accurate co-ordination and communication associated with allotments, redemptions, distributions, Adviser Service Fees, periodic statements, quarterly reports and adhoc communications to investors and advisers.
- Project manage and execute where required client Distributions, ecommunications and meeting
- Identify, recommend and collaborate with the Head of listed Services for training gaps, improvements to processes and team development
- Provide support, training, guidance and back up to other team members as required.
- Work closely with other team members to ensure all daily deadlines are met

  • Client Service Manager

    1 week ago

    Sydney, Australia CGL - Retail Services Full time

    **Company Description** CGL - Retail Services** is the retail marketing division of the **Clemenger Group**. With our two market-leading brands, **Creative Activation** and **Clemenger Field Marketing**, we offer unparalleled Sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping and...

  • Client Service Manager

    2 weeks ago

    Sydney, Australia CGL - Retail Services Full time

    **Company Description** CGL - Retail Services** is the retail marketing division of the **Clemenger Group**. With our two market-leading brands, **Creative Activation** and **Clemenger Field Marketing**, we offer unparalleled Sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping and...

  • Regional Client Services Manager

    5 days ago

    Sydney, Australia Transaction Network Services Full time

    An extraordinarily talented group of individuals work together every day to drive TNS' success, from both professional and personal perspectives. Come join the excellence! Overview Overall Objective: Regional Client Services Managers are responsible for improving customer satisfaction by enhancing quality of support and service across the lifecycle of all...

  • Client Service Manager

    2 days ago

    Sydney, Australia Barings LLC Full time

    Client Service Manager At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests...

  • Client Services Manager

    2 weeks ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Asset Management- PermanentOur client is a well established and growing financial services/registry business looking for a hands on Client Services Manager to join their team. The Client Services Manager will manage the delivery of the day to day administration of unlisted unit trusts/funds whilst developing and maintaining a strong business...

  • Client Services Manager

    2 weeks ago

    Sydney, Australia Big Wave Digital Full time

    Client Services + Account Management - Help businesses to grow and scale through outsourcing solutions - Salary up to $100k + super **Client Services Manager** Work with a suite of SME's to support, consult and grow - our client is a leader in business offshoring and helping business owners grow and scale through high quality outsourcing and your role will...

  • Client Service Manager

    6 days ago

    Sydney, Australia BNP Paribas Full time

    **POSITION PURPOSE**: The purpose of this maternity cover contract position is to support the Institutional and Wholesale Distribution business in Australia / New Zealand from a client service perspective. Key Responsibilities Client servicing - Oversight of daily Trust price review and distribution, website update - Review monthly/quarterly/annual...

  • Client Services Manager

    6 days ago

    Sydney, Australia S2M Full time

    Up to $130K + Super + Bonus - Opportunity for international travel and career development - Enjoy Fridays WFH! Are you ready to take your client relationship management skills to the next level in a rapidly scaling company, supporting global accounts and driving impactful growth strategies? Join a dynamic team at a forefront company in international...

  • Client Services Manager

    7 days ago

    Sydney, Australia Broadridge Full time

    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. We are seeking an exceptional Client Services Manager to join our team at Broadridge. This senior hands-on role is pivotal for managing...

  • Client Service Manager

    1 week ago

    Sydney, Australia Perpetual Limited Full time

    Debt Market Services- Utilise your experience in Securitisation- Opportunity to grow your career within a collaborative and supportive team Perpetual Corporate Trust (PCT) is one of the leading fiduciary and digital solutions providers to the banking and financial services industry. Domestic and global financial institutions trust us to administer their...