Client Service Manager

3 days 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 relationship with a portfolio of clients by being the main point of contact for the client to the registry.

**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 Unlisted 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


  • Account Manager

    5 days ago


    Sydney, New South Wales, Australia Client Services Full time $90,000 - $120,000 per year

    Salary: AU$85,000 - AU$100,000Who we areWelcome to The Marketing Practice (tmp). We're not just an agency; we set the bar for advancing B2B marketing, armed with a global team of 300+ B2B specialists ready to unlock potential for our clients. They include incumbent leaders and some of most exciting and fast-growing unicorns in tech, working with them across...


  • Sydney, Australia BNP Paribas Full time

    The Client Services Management team is part of the global Client Development team responsible for all client management related activities (ie sales, client relationship management and client satisfaction) for the Securities Services business. Within this team, the Client Services Managers oversee the service delivery with an overall responsibility to ensure...


  • 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...


  • 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...


  • Sydney, Australia Cognition Education Full time

    **Client Services Manager** **Location: Australia** **Salary: $100,000 **Our Story** Wavelength is one of New Zealand and Australia’s leading learning design agencies, working across both the education sector and workplace learning and development. We’re in an exciting period of growth and we’re looking for the right person to join our Wavelength...


  • Sydney, New South Wales, Australia The Andersen Partnership Full time $120,000 - $180,000 per year

    The Andersen Partnership are delighted to be working with a leading Wealth Management firm to recruit a new Client Service Manager for their successful Sydney based team. My client is dedicated to helping a range of clients grow and take control of their financial future. Built on a family company culture, celebrity feel customer service, and tailored...


  • Sydney, New South Wales, Australia Jivaro Full time $104,000 - $156,000 per year

    Client Service Manager$84,400- $109,800 + superRole SummaryAs the Client Service Manager, you will have a special focus on client development and play a pivotal role in crafting memorable client experiences aligned with Company standards for the Store. Key Responsibilities: Client Development Develop a client development strategy for key customer segments...


  • Sydney, Australia Talent Connect Australia Full time

    Plenty of room for growth, development and career opportunities - Excellent salary packages and benefits - Flexible working environment - Talent Connect are excited to be partnering with a fantastic company who are looking for a client services manager whose primary focus will be building long lasting relationships with their established clients. This role...


  • Sydney, Australia Impel Management Pty Ltd Full time

    CBD Location / flexible working conditions - Build out a brand new team - Continuous growth Our client, an expanding asset finance company is seeking a Client Service Manager to oversee the Client Service Team. This role will also offer the opportunity to build out a brand-new Complaints Team from the ground up. **The key responsibilities of the role...


  • Sydney, New South Wales, Australia Marketfinder Full time $90,000 - $120,000 per year

    Our client is a small but fast-growingpayments and financial technology teambased in Sydney, providing global transaction and payment solutions to institutional and business clients. As our client base expands, we're looking for aClient Service Managerto help us deliver a consistently exceptional client experience.About the RoleYou'll work directly with our...