Client Service Manager

5 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 deliverables
- Monthly/quarterly/annual Trust and mandate reporting
- Monitoring of all client, external and internal service level agreements (SLAs)
- Preparation of internal reporting

Client account management Support
- Responsibility for the control register of external client, prospect, consultant, and researcher requests
- Provide CRM support for coordination and set up of client meetings with overseas Investment teams.
- Preparation of presentation materials
- Assist in strategic planning.
- Work closely with regional teams.

Unit Registry
- Day to day interaction with SS&C Client Service Team
- Assist with escalation management and trade processing with SS&C and EQT
- Monitor and review unit registry process to ensure client service levels and SLAs are met.
- Support the Product and Compliance function with unit registry information as required.

Client related compliance support
- AML/KYC for mandate clients

AML/KYC for Lux Trust clients, where required.
- Salesforce input (KYC related and Client Case related)
- Service provider (EQT/BP2S) compliance support.

Competencies (Technical / Behavioral)

? Basic working knowledge of investment markets

? Hard working and conscientious

? Excellent attention to detail

? Ability to problem solve and resolve.

? Proactive and ability to work unsupervised.

? Excellent communication skills

? Collaborative and team focused.

? Strong organizational skills with a deadline driven focus.

Specific Qualifications Required

? Undergraduate degree in Finance or Business

? At least three years’ experience at an Asset Manager / Financial Services firm or client facing role. Required.

? Excellent written, verbal and presentation skills and the ability to communicate effectively at all levels.

? Ability to build strong internal and external relationships.

? Ability to work flexible hours and manage time effectively.

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