![Anton Murray Consulting](https://media.trabajo.org/img/noimg.jpg)
Client Account Manager
4 weeks ago
Sydney
Asset Management
Contract or Temporary
The Client Account 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.
Ideal candidates will have around 5+ years’ experience in unit trust, managed funds, Trustee and client services experience from either a fund manager, custodian or fund services firms.
- Ensure delivery of service and operational excellence in activities in accordance with policies.
- Manage Client Relationships across clients including maintaining client relationship plans & conducting regular client visits.
- Ensure timeliness of all scheme regulatory lodgements.
- Assist Senior Manager and Senior Client Manager to ensure compliance is managed appropriately in accordance with compliance plan controls.
- Assist Governance Manager in monitoring service providers including investment managers, custodians/prime brokers and administrators.
- Assist with the on-boarding and integration of new business.
- Manage the off-boarding of schemes that are winding up.
- Develop & maintain operational relationships with key service providers.
- Maintain and manage the compliance system for assigned schemes.
- Present at the Board and Compliance Committee meetings as and when required.
- Participate in disclosure document and fund promotion material due diligence if required.
- Manage and oversee the billing for assigned clients.
- Review regular reports provided 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) are completed at year end in a timely manner in accordance with policies and procedures.
Education requirements
- Business/Accounting/Economics/Law degree desirable, though any tertiary qualification would be acceptable with appropriate experience.
Experience requirements
- Ideally 5 years’ experience in Financial Services.
- Excellent client management skills and relationship management experience.
- Strong knowledge of the managed funds industry and operational experience (custody/prime broker and administration) relating to managed fund.
- Strong process management skills.
- Excellent time management skills.
-
Client Account Manager
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydney- Wealth Management- PermanentThis role would suit someone with at least one year's client services experience in a client services, desk assistant or a wealth management support role seeking to get into a client service, account management role with a leading Financial Technology firm in Sydney.Client Account Managers are accountable for the ongoing...
-
Client Account Manager
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydney- Asset Management- PermanentOur client is a professional trustee and fund services firm with extensive experience across a diverse range of Australian retail and wholesale investment funds and other capital structures. They are seeking an experienced Account Manager to join their team in Sydney.The role of Account Manager directly contributes to the...
-
Client/account Manager
2 months ago
Sydney, Australia Universal Business Team Full timeThe Company Incra are a dynamic Australian owned business that provides comprehensive Accounting and Financial Services to a range of valued clients, supporting their payroll, bookkeeping and tax returns to in-depth financial analysis, forecasting and strategic planning. Excellent customer service and quality advice are at the heart of their business and...
-
Client/account Manager
3 months ago
Sydney, Australia Universal Business Team Full timeThe Company Incra are a dynamic Australian owned business that provides comprehensive Accounting and Financial Services to a range of valued clients, supporting their payroll, bookkeeping and tax returns to in-depth financial analysis, forecasting and strategic planning. Excellent customer service and quality advice are at the heart of their business and...
-
Client Account Manager
1 month ago
Sydney, Australia OBT Full timeClient Account Manager (Sydney) OBT are an information technology pioneer in the Cloud, Cyber-Security and Consulting Services arena represented in Australia, with regular engagements in Singapore, Europe and the USA. We are small in size, but we bat way above average! Our edge is all things cloud, remote working and cyber-security, and are very proudly a...
-
Client Account Manager
2 weeks ago
Sydney, New South Wales, Australia OBT Full timeClient Account Manager (Sydney)OBT are an information technology pioneer in the Cloud, Cyber-Security and Consulting Services arena represented in Australia, with regular engagements in Singapore, Europe and the USA. We are small in size, but we bat way above average Our edge is all things cloud, remote working and cyber-security, and are very proudly a...
-
Client Account Manager
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydney- Asset Management- Contract or TemporaryThe Client Account 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. Ensure delivery of service and...
-
Client Account Manager
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydneyAsset ManagementContract or TemporaryThe Client Account 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.Ideal candidates will have around 5+...
-
Client Account Manager
3 weeks ago
Sydney, Australia Employment Hero Full time**Do you thrive on serving others and helping them to succeed?** **Did you know that you can build a career around helping other people to create a life of freedom, choice and abundance through real estate investing?** **Hi, we’re Dashdot - we’re Australia’s leading Property Portfolio Growth Partners Company and we’re on a mission to transform the...
-
Account Executive
4 weeks ago
Sydney, Australia Superior People Recruitment Full timeThis is an outstanding opportunity for a drvien and hungry Account Executive / Client Manager. The primary function is to sell international companies products and accompanying services to new clients. The Account Executive / Client Manager handles the sales processes, including lead generation activities through to contract negotiation. A successful...
-
Client Success Account Manager
2 weeks ago
Sydney, Australia Institutional Shareholder Services Full timeLet’s be #BrilliantTogether Overview The role of a Client Success Account Manager is a pivotal position that focuses on delivering exceptional account and relationship management to our esteemed clients based in Australia. With a primary responsibility for client retention, the Client Success Account Manager will oversee various aspects of the post-sales...
-
Client Success Account Manager
4 weeks ago
Sydney, Australia Institutional Shareholder Services Full timeLet’s be #BrilliantTogether Overview The role of a Client Success Account Manager is a pivotal position that focuses on delivering exceptional account and relationship management to our esteemed clients based in Australia. With a primary responsibility for client retention, the Client Success Account Manager will oversee various aspects of the post-sales...
-
Account Executive
2 weeks ago
Sydney, Australia Superior People Recruitment Full timeThis is an outstanding opportunity for a drvien and hungry Account Executive / Client Manager. The primary function is to sell international companies products and accompanying services to new clients. The Account Executive / Client Manager handles the sales processes, including lead generation activities through to contract negotiation. A successful...
-
Account Executive
3 weeks ago
Sydney, Australia Superior People Recruitment Full timeThis is an outstanding opportunity for a drvien and hungry Account Executive / Client Manager. The primary function is to sell international companies products and accompanying services to new clients. The Account Executive / Client Manager handles the sales processes, including lead generation activities through to contract negotiation. A successful...
-
Client Success Account Manager
2 weeks ago
Sydney, New South Wales, Australia Institutional Shareholder Services Full timeLet's be #BrilliantTogetherOverviewThe role of a Client Success Account Manager is a pivotal position that focuses on delivering exceptional account and relationship management to our esteemed clients based in Australia. With a primary responsibility for client retention, the Client Success Account Manager will oversee various aspects of the post-sales...
-
Account Executive
1 month ago
Sydney, Australia Superior People Recruitment Full timeThe Account Executive / Client Manager handles the sales processes, including lead generation activities through to contract negotiation. A successful Account Executive / Client Manager uses solution-selling methodology to develop relationships with the prospective client, and present the solution in a way that differentiates it from the competitive...
-
Account Executive
4 weeks ago
Sydney, Australia Superior People Recruitment Full timeThe Account Executive / Client Manager handles the sales processes, including lead generation activities through to contract negotiation. A successful Account Executive / Client Manager uses solution-selling methodology to develop relationships with the prospective client, and present the solution in a way that differentiates it from the competitive...
-
Client Success Account Manager
2 weeks ago
Sydney, New South Wales, Australia ISS | Institutional Shareholder Services Full timeLet's be #BrilliantTogether Overview The role of a Client Success Account Manager is a pivotal position that focuses on delivering exceptional account and relationship management to our esteemed clients based in Australia. With a primary responsibility for client retention, the Client Success Account Manager will oversee various aspects of the...
-
Client Success Account Manager
4 weeks ago
Sydney, Australia ISS | Institutional Shareholder Services Full timeLet’s be #BrilliantTogether Overview The role of a Client Success Account Manager is a pivotal position that focuses on delivering exceptional account and relationship management to our esteemed clients based in Australia. With a primary responsibility for client retention, the Client Success Account Manager will oversee various aspects of the...
-
Client Service Account Management
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydney- Wealth Management- PermanentOur client is a leading ASX listed FinTech firm servicing the stockbroking and wealth management industry with their automated operations technology.They are rapidly growing with a strong pipeline of new business and planned overseas expansion. Due to this, they need an addition headcount to service their current clients,...