Client Services Manager

1 week ago


Sydney, New South Wales, Australia Perigon Group Full time

Client Services Professional with a Creative Approach
- Interesting Client Portfolios - Market-Leading
- Stimulating Work Environment - Welcomes Innovation & Collaboration

This leading financial services business has an international presence in multiple countries and present a rare opportunity to join their client services team in a 9-month temporary capacity.

In this role you will be the daily contact and first point of escalation for clients and internal middle office teams.

Your tasks will cover:

- Managing client relationships to ensure the operational service level agreement between the Group and the client.
- Understanding Investment Manager and/or Funds clients and their needs
- Maintain high standard of client deliverable and query resolution outputs through continual review and training
- Track all Client deliverables and queries against SLAs
- Manage oversight of accounting transitions
- Work closely with Senior Management to achieve team and site wide goals and objectives

To be considered you have:

- Previous Client Service experience
- Good knowledge of Middle Office Processes
- A good listener with good negotiation skills

In conjunction with solid years of relevant experience in Fund Accounting, Managed Funds, Middle Office, Operations or Client Service experience.

You will be joining a talented team within a premium brand. A unique career opportunity

Applications welcome - submit your CV now:



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