Senior Client Service Associate

4 weeks ago


Sydney, Australia Anton Murray Consulting Full time

Sydney
Asset Management
Contract or Temporary

The Senior Client Associate is responsible for providing support to the Client Management team and delivering superior client service, ensuring all trustee obligations/operational activities are met in a timely manner. Ideal candidates will have 3+ years’ experience in a unit trust, managed funds, registry, or client services role from either a fund manager, custodian, or fund services firm.

2 x roles available :  1 x 3-4 months  &  1 x 9 months  –  both open to extensions for strong performers.

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 backup and operational flexibility
  • Involvement in ad-hoc projects as required
  • Manage and complete all allocated trustee obligations in the compliance management system in a timely manner
  • Assist with the maintenance of data in the 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 document records in accordance with Policy requirements, including maintaining a 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
  • Excellent client management skills and experience
  • Reasonable knowledge of fund structures
  • Ability to manage and prioritise multiple tasks
  • Strong attention to detail


  • Sydney, Australia GLG Full time

    About the Team Gerson Lehrman Group (GLG) is seeking a Senior Associate to join the Australia and New Zealand Public Equity team in Sydney. The Senior Associate will work directly with the Public Equity client base (fund managers, hedge funds, super funds etc.) and will drive client activity by understanding their research needs and help them fulfil...


  • Sydney, Australia S&P Global Full time

    S&P Global (July 2023) Market Intelligence Client Services Associate Development Program (Sydney) **Role**: Client Services Associate **The Location**: Sydney The S&P Global Market Intelligence Client Services Associate Development Program offers emerging professionals an opportunity to join a rapidly growing company with an exceptional corporate culture....


  • Sydney, Australia Hatch Full time

    ** This role is at S&P Global (not for Hatch)** Hatch is supporting S&P Global to find a great Client Services Associate to join their Customer Support team. Hatch exists to level the playing field for people as they discover a career that’s right for them. We model this in our hiring process for our partners like S&P Global. **About the role at S&P...


  • Sydney, Australia GLG Full time

    Job Summary Associates are enthusiastic professionals who develop and grow the GLG Network. The Associate role is an exciting position with opportunities to work closely with business and investment leaders that are driving industry throughout the world. Associates will work closely with client facing staff on custom client projects and strategic...


  • Sydney, New South Wales, Australia National Australia Bank Full time

    Senior Associate, Client Management and Execution Job no: Business unit: Corporate and Institutional Primary position location: 395 Bourke St, Melbourne, VIC Work type: Permanent Full time Region: NSW- Sydney CBD, QLD- Brisbane inner, VIC- Melbourne CBD, WA- Perth inner Opportunity based in Melbourne, Sydney, Brisbane or Perth Broaden your expertise in...


  • Sydney, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementContract or TemporaryThe Senior Client Associate 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’ experience in Unit Trust, managed funds, registry or client...


  • Sydney, Australia Fisher Investments Europe Full time

    Overview: **The Opportunity**: As a Client Service Associate you will support the launch and development of Fisher Investments Australia®. You will improve the firms success daily by working with managers to mitigate risks to the business and our clients. You will manage operations locally across many different functions and be a part of a collaborative...


  • Sydney, Australia Guidepoint Full time

    : Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings...


  • Sydney, Australia Guidepoint Full time

    Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings...


  • Sydney, Australia Norton Rose Fulbright Full time

    Description Fast paced and dynamic team environment Great career development opportunities Leading international law firm Norton Rose Fulbright is a global legal practice. We provide the world's pre-eminent corporations and financial institutions with a full business law service. We have more than lawyers based in over offices across...


  • Sydney, Australia Quay Appointments Full time

    Client Service Officer  6 month contract  Sydney CBD + WFH $50.00ph + super  The work will largely relate to our public funding and lobbyist functions, which includes assisting clients on the phone and by email with their enquires, processing claims and applications lodged through our online system, seeking approvals, drafting briefing notes, updates...


  • Sydney, Australia Macquarie Group Limited Full time

    An exciting opportunity currently exists for a Client Service Associate to join Macquarie Private Bank in Sydney. As a Client Service Associate, you will have the opportunity to provide high quality support to our advisers and clients alike. Typical tasks will include assisting advisers in the facilitation and execution of new and established client advice...

  • Senior Associate

    2 weeks ago


    Sydney, Australia Thomson Geer Full time

    Senior Associate – Disputes About Thomson Geer Thomson Geer is a leading national commercial law firm with offices in Melbourne, Sydney, Adelaide, Brisbane, Perth and Canberra. The firm has approximately 650 partners and staff nationally, and offers a dynamic, friendly and professional work environment. We are passionate about constantly providing value...


  • Sydney, Australia CyberCX Full time

    Work in a dynamic, independent environment - Hybrid work arrangements - Ongoing personal development CyberCX is Australia’s leading independent cyber security consultancy organisation. To continue delivering a world-class service to our clients, we are looking for a passionate Service Delivery Associate to join our Service Delivery team. The Service...

  • Senior Associate

    1 month ago


    Sydney, Australia Norton Rose Fulbright Full time

    Role Norton Rose Fulbright's Technology practice group is recognised as one of the leading teams in Australia. You will have direct exposure to a diverse group of clients including government, data centre operators, financial institutions and large corporates. You will work on an array of high-profile and market-leading matters including: ...


  • Sydney, Australia Ashurst Full time

    Job Title Projects and Energy Transition Senior Associate ...


  • Sydney, Australia Gallagher Full time

    Overview Gallagher Bassett (GB) is Australia and New Zealand’s premier third party claims administrator. We manage claims on behalf of insurers, brokers, government bodies and self-insured organisations. We are part of the leading global risk management and insurance group Arthur J Gallagher & Co. Life at GB is an adventure - often fast paced,...


  • Sydney, Australia Ashurst Full time

    The Opportunity: Our Sydney team is seeking a senior associate with 5-8 years' experience (1-3 as a senior associate) gained within private practice or in-house and a keen interest in, energy, infrastructure, transport and construction projects to join their team. We are committed to offering the following: An opportunity to pivot into the energy...

  • Asset Management

    4 weeks ago


    Sydney, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementContract or TemporaryA leading global fund manager with over US$1 trillion of funds under management is seeking a candidate with over 3 years’ relevant experience to join their Client Account Services team.This role will be initially hired as a maternity leave contract for 18 months with a high chance of converting to permanent.The...


  • Sydney, New South Wales, Australia Robert Walters Full time

    Senior Associate/Assistant Vice President position in Front Office Banking. Open in terms of the subsector. Senior Associate/Assistant Vice President in Front Office BankingSalary: Competitive and based on experience Location: SydneyOur client is seeking an enthusiastic and committed Senior Associate/Assistant Vice President to join their dynamic Front...