Sydney
Asset Management
Contract or TemporaryOur client is a leading global fund manager. They are seeking an experienced candidate to join their Global Client Services team as a Client Implementation & Onboarding Manager for a 12 month maternity leave contract.
This position helps to oversee the end-to-end onboarding of separately managed client accounts, including coordinating contract negotiations, investment management agreements (IMAs), and investment guidelines as well as supports the client servivee team foa Autralian Unit trusts as well as works on some internal projects.
Responsiblities:
Client Implementation and Onboarding Activity:
- Project Management and co-ordination of new separate accounts and fund onboardings, as well as the management of various change events that may occur throughout the lifecycle of those arrangements.
- Ensure client intent is understood and delivery is managed through disciplined processes and stakeholder management.
- Develop thorough understanding of account opening, investment onboarding, operational delivery, and legal arrangements, providing clear client and internal communications, and escalating issues appropriately.
- Use excellent judgment in involving relationship managers or in escalating issues in the process accordingly.
- Work closely with the Client Services Team throughout the lifecycle of the Onboarding event to ensure a smooth client experience and effective handover post-onboarding.
Client Servicing for the Australian Unit Trust
- Back up for the Client Service Analyst answering queries from underlying clients of the Australian Unit Trust
- Dealing with Responsible Entity and external transfer agency in problem resolution where needed
Projects
- Active participant on identified projects and initiatives impacting the Client Account Management Team
Personal Attributes / Skills / Qualifications
- 7 years + relevant experience
- Deep operational expertise and knowledge of requirements and the process for onboarding investment management clients and funds across a variety of investment management segments
- High level of competence on various technology software such as Microsoft Excel, Visio/Process mapping tools, Tableau
- Analytical approach and attention to detail
- Ability to work to firm deadlines and effectively prioritise workload
- Effective communication skills on technical processes, verbal and written
- Client-focused and flexible approach