Opportunities

Asset Manager – Client Services Manager – 12 month contract

Written by Anton Murray Consulting Consulting on .

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Location: Melbourne

Salary description: 50-100k

  • $50-100k AUD Equivalent
  • Contract or Temporary
  • No experience years of experience

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.

Contact us in Melbourne

LEVEL 27, 101 COLLINS STREET
MELBOURNE VIC 3000

Phone:+61 3 9653 9222

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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