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


Phone:+61 3 9653 9222

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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