Leading global Asset Management firm is seeking an experienced candidate to join as a Client Service Manager for a 12 month maternity leave contract.

Position Purpose

The purpose of this maternity cover contract position is to support the Institutional and Wholesale Distribution business in Australia / New Zealand from a client service and support perspective.

Unit Registry operations or oversight experience is required.

Key Responsibilities

• Client servicing

o Oversight of daily Trust price review and distribution, website update
o Review monthly/quarterly/annual transaction & tax statements
o Monthly/quarterly/annual Trust and mandate reporting
o Respond to all client and registry queries (by phone and email)

• Unit Registry

o Day to day ownership of relationship with outsourced Registry Client Service Team
o Monitor and review unit registry process to ensure client service levels and SLAs are met
o Support the Product and Compliance function with unit registry information as required

• Client related compliance support

o KYC/AML for mandate clients
o KYC/AML for Lux Trust clients, where required
o Salesforce input (KYC related and Client Case related)

Qualifications required

• Undergraduate degree in Finance or Business
• Unit Registry experience
• At least 3 year’s client service experience at an Asset Manager / Financial Services firm required.
• Excellent written, verbal and presentation skills and the ability to communicate effectively at all levels
• Ability to build strong internal and external relationships
• Ability to work flexible hours and manage time effectively

Feel free to give our Melbourne office a call on +61 3 9653 9222 to follow up on your application or to introduce yourself, ideally after you have sent your CV for our consideration for this position.