Client Service Manager

4 weeks ago

Sydney, Australia Anton Murray Consulting Full time

Sydney
Asset Management
Contract or Temporary

The Client Service Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships  and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.

This role will be hired as an initial 3 month contract with a quick start. WHV holders with relevant experience are encouraged to apply.

Ideal candidates will have around 3+ years in unit trust, managed funds, Trustee and client services experience from either a fund manager, custodian, Trustee or fund services firms.

  • Completion of relevant fund obligations applicable to the role of trustee and responsible entity for a portfolio of registered and unregistered trusts
  • Assist the Senior Manager and Senior Client Service Manager to ensure compliance is managed appropriately in accordance with compliance plan controls.  
  • Coordinate and manage updates to scheme documents including PDS updates and service provider agreements. 
  • Participate in disclosure document and fund promotion material due diligence. 
  • Develop & maintain operational relationships with key clients and service providers.  
  • Review regular reports received by each client for compliance with scheme/trust reporting and disclosure requirements.  
  • Escalate any legal/regulatory red flags to senior members of the Client Management Team  
  • Ensure all regulatory lodgements (annual financial statements, tax returns and annual distributions) completed at year end in a timely manner in accordance with policies and procedures.  
  • Assist Relationship Manager and Risk Manager with annual compliance plan audit and any other risk or regulatory related audit or review

Experience requirements

  • Minimum 3 years’ experience in operating or providing services to a registered or unregistered trust.
  • Strong client management and process management skills
  • Working knowledge of the managed funds industry and operational experience (custody, administration, registry, audit, investment operations) relating to managed investment schemes is highly regarded.
  • Business/accounting/economics/law degree desirable

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