Client Manager
3 months ago
Sydney
Asset Management
Contract or Temporary
The Client Manager is responsible for providing support to the Client Management team and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner
Ideal candidates will have 3+ years in unit trust, managed funds, registry or client services experience from either a fund manager, custodian or fund services firms.
Initial 12 month contract with view to possibly go permanent.
Key tasks and outputs
- Assist the Senior Manager and the Senior Client Service Managers in servicing the book of wholesale trustee clients.
- Undertake assigned activities to ensure full compliance with trust obligations.
- Administer trustee activities in accordance with policies and procedures
- Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds.
- Monitor and complete all compliance requirements for allocated clients/funds.
- Manage payments with internal and external custodians
- Build & maintain operational relationships with allocated clients
- Ensure working knowledge of all clients “owned” by the team to provide back-up and operational flexibility.
- Involvement in ad-hoc projects as required.
- Manage and complete all allocated trustee obligations in compliance management system in a timely manner.
- Assist with maintenance of data in compliance management system.
- Assist in managing finance matters; including debtors, expenses and billing across the client management team including the collection and collation of data required.
- Assist in the preparation of board reporting packs/memos.
- Maintain key scheme documents records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts.
Education requirements
- Law / Business / Accounting / Economics degree required
Experience requirements
- Minimum 3 years’ experience in Financial Services or related experience in managed funds, and client faceing experience.
- Excellent client management skills and experience.
- Reasonable knowledge of fund structures.
- Ability to manage and prioritise multiple tasks.
- Strong attention to detail.
-
Security Administrator
3 months ago
Sydney, Australia Client Server Full timeSydney, New South Wales | $100,000 - $130,000 AUD per year + super Managed by: Rupert Turner **_ Security Administrator - _**_up to $130,000 + super_** **_ Sydney - Hybrid_** Our Client, an ASX listed, fast growing Australian FinTech Company, are seeking a Security Administrator. You will be joining the growing Sydney team and work alongside Australia's...
-
Client Manager
4 months ago
Sydney, Australia Munich Re Full timeClient Manager **Company** Munich Re **Location** Sydney, Australia Munich Re Australia is the leading reinsurer in Australia and New Zealand offering treaty and facultative reinsurance support for all classes of business. We aim to position Munich Re Australia as the first port of call and discussion partner for our insurance and banking clients,...
-
Client Manager
4 months ago
Sydney, Australia NTT Ltd. Full timeNTT is a leading global IT solutions and services organisation that brings together people, data and things to create a better and more sustainable future. In today’s ‘iNTTerconnected’ world, connections matter more now than ever. By bringing together talented people, world-class technology partners and emerging innovators, we help our clients solve...
-
Client Manager
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Summary:We are seeking a highly skilled and experienced Client Manager to join our team at Anton Murray Consulting. As a Client Manager, you will be responsible for providing exceptional client service and ensuring that all trustee obligations and operational activities are met in a timely manner.Key Responsibilities:Assist the Senior Manager and Senior...
-
Client Manager
4 months ago
Sydney, Australia Aon Full timeUse your experience in Personal Lines and working with high net worth clients. Manage existing clients as well as opportunity to grow your portfolio Hybrid Working Environment Client Manager – Private Clients | Sydney We are seeking a motivated Client Manger to join our Private Clients Team based in Sydney. The Client Manager is responsible for...
-
Client Manager
1 week ago
Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full timeAbout the RoleWe are seeking a highly skilled Client Manager to join our team in Sydney. As a Client Manager, you will be responsible for managing a portfolio of clients, ensuring superior service while complying with legal and regulatory frameworks.Key ResponsibilitiesManage all aspects of a portfolio of clients, including ensuring timeliness of all scheme...
-
Client Manager
4 months ago
Sydney, Australia Aon Corporation Full timePosting Description: - You will be joining a team with excellent growth opportunities. - Bring your experience in Personal Lines and Business Development. - Hybrid Working Environment **Client Manager - Private Clients | Sydney** We are seeking a motivated Client Manger to join our Private Clients Team. The Client Manager is responsible for service...
-
Client Manager
3 weeks ago
Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full timeAbout the RoleWe are seeking a highly experienced and skilled Client Manager to join our team at Robert Walters Australia. As a Client Manager, you will be responsible for managing a portfolio of clients, ensuring superior service while complying with legal and regulatory frameworks.Key ResponsibilitiesManage all aspects of a portfolio of clients, including...
-
Client Manager
3 months ago
Sydney, Australia Munich Re Full timeClient Manager **Company** Munich Re **Location** Sydney, Australia The Life team provides reinsurance services for the life industry in Australia and New Zealand, operating in Retail, Group and Direct markets. The Commercial team oversees our client relationships, providing advice into all aspects of pricing, product design, claims, underwriting. The...
-
Client Manager
3 weeks ago
Sydney, New South Wales, Australia Aon Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Manager to join our Trade Credit team at Aon. As a key member of our team, you will be responsible for the servicing and retention of a designated client portfolio, working closely with our broad team to deliver best outcomes for clients, prospects, and Aon.Key ResponsibilitiesUtilize your...
-
Client Manager
3 months ago
Sydney, Australia Aon Corporation Full timePosting Description: - Hybrid/flexible working arrangement - Grow and retain a large, specialised portfolio - You will be joining a high performing team with excellent growth opportunities **Client Manager | Sydney** Due to continuous growth, we are seeking a Client Manager to join our team which specialises in the delivery of best-in-class risk...
-
Client Manager
2 weeks ago
Sydney, New South Wales, Australia 2901 Charles River Development Inc Australia Branch Full timeJob Title: Client ManagerWe are seeking a highly skilled Client Manager to join our team at 2901 Charles River Development Inc Australia Branch. As a Client Manager, you will be responsible for managing a portfolio of client accounts, building strong relationships with senior managers and key decision makers, and driving business growth through strategic...
-
Client Manager
2 months ago
Sydney, Australia State Street Corporation Full timeCharles River Development, a State Street company, is growing and we are seeking a Relationship Manager to join the team based in Sydney, Australia. The award-winning Charles River Investment Management System enables sound and efficient investing across all asset classes to our prestigious clients. We continue to be a market leading solution for...
-
Client Manager
4 months ago
Sydney, Australia Aon Corporation Full timePosting Description: - Senior client relationship management role in insurance broking within a leading global professional services firm - Highly successful and collaborative team with proven record of success - Permanent full time opportunity with flexible work arrangements **Client Manager, Global & Corporate** Global & Corporate specializes in the...
-
Client Manager
3 months ago
Sydney, Australia Aon Corporation Full timePosting Description: - Hybrid/flexible working arrangement - You will be joining a high performing team with excellent growth opportunities - Position will suit someone who is results driven **Client Manager** We are seeking a Client Manager to join our Sydney Metro National Team, which specialises in the delivery of best-in-class risk management...
-
Client Manager
2 months ago
Sydney, Australia State Street Full timeJob Description Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As a Relationship Manager, you will take ownership of CRD’s client accounts to focus on client retention and growth. You will collaborate with the client’s leadership team to ensure strategic...
-
Client Manager
4 months ago
Sydney, Australia Aon Corporation Full timePosting Description: - You will be joining a high performing team with excellent growth opportunities - Flexible Hybrid working arrangement - Position will suit someone who is results driven **The Opportunity**: We are seeking a Client Manager to join our Sydney Metro Commercial Team, which specialises in the delivery of best-in-class risk management...
-
Client Manager
3 months ago
Sydney, Australia Aon Corporation Full timePosting Description: - Join our successful multi-disciplined Health and Benefits practice in its next growth phase - Opportunity for one to further develop their Private Health Insurance expertise - Full time permanent opportunity with flexible work arrangements, role can be based in NSW or VIC **Client Manager, Health & Benefits Australia** Aon’s...
-
Client Manager
3 months ago
Sydney, Australia Aon Full timeSenior client relationship management role in insurance broking within a leading global professional services firm Highly successful and collaborative team with proven record of success Permanent full time opportunity with flexible work arrangements Client Manager, Global & Corporate Global & Corporate specializes in the provision of exceptional...
-
Client Manager
4 months ago
Sydney, Australia Aon Corporation Full timePosting Description: - Been thinking about a tree change? Ever thought of coming to Canberra? - Flexible Hybrid working arrangements - Grow your insurance career away from the hustle and bustle! **Client Manager | Canberra** We are seeking a Client Manager to join our National Team in Canberra, which specialises in the delivery of best-in-class risk...
