Client Service Manager – Unlisted Trusts

Written by Anton Murray Consulting Consulting on .

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Location: Sydney

Salary description: $75 - $80k

  • $50-100k AUD Equivalent
  • Permanent
  • No experience years of experience

Our client is a well-established and growing financial services/registry business looking for a hands on Client Services Manager to join their team.

The Client Services Manager will manage the delivery of the day to day administration of unlisted unit trusts/funds whilst developing and maintaining a strong business relationship with a portfolio of clients by being the main point of contact for the client to the registry.

Primary Responsibilities:

  • Understanding the business’ capabilities and service, and effectively communicates all offerings to clients
  • Work closely with the Team Leader, Unit Trust Administration to develop and maintain fund checklists for accurate processing and validation
  • Regularly meet with portfolio of clients in person reviewing their register, services and any investor projects.
  • The ability to professionally liaise with Clients, Investors and Advisors and respond to queries in a timely and accurate manner per agreed Service Level Agreements (SLAs), exceed client’s expectations
  • Ensuring all client registry reports are carried out in a timely and accurate manner per agreed Service Level Agreements (SLAs),
  • Effective and accurate co-ordination and communication associated with allotments, redemptions, distributions, Adviser Service Fees, periodic statements, quarterly reports and adhoc communications to investors and advisers.
  • Project manage and execute where required client Distributions, ecommunications and meeting
  •  Identify, recommend and collaborate with the Head of Unlisted Services for training gaps, improvements to processes and team development
  • Provide support, training, guidance and back up to other team members as required.
  • Work closely with other team members to ensure all daily deadlines are met

The ideal candidate will have Account Manager and/or Operational experience in funds management, registries or the financial services sector; and knowledge of key ASIC requirements and Corporations Law requirements for Management Investment Schemes.

Contact Us in Sydney


Phone:+61 2 8246 8900

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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