Client Services Manager | Managed Funds | Innovative & expanding global firm

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Seeking Client Service / Account Manager from investments to manage a portfolio of fund clients. Mix of client management & hands on operational tasks

Summary about this job

Funds Management

Company: Keegan Adams Recruitment Pty Ltd

Location: Sydney

Work type: Full Time

Salary: $ Salary dependent on experience

Phone: +61-8-7282-9294

Fax: +61-3-9552-9089

E-mail: n\a

Site:

Detail information about job Client Services Manager | Managed Funds | Innovative & expanding global firm. Terms and conditions vacancy

Our Client is a leading financial services organisation with a global presence. They have built a solid reputation in the industry and are renowned for their supportive and down to earth company culture, whilst still delivering an excellent client experience and maintaining high levels of professionalism. 

Due to new client wins and company growth, this is a newly created position where you will look after the new clients coming into the business. With the support from the administrators within the wider team, you will be the main point of contact and manage the relationship and service with these clients.

Role Purpose:
Manage the delivery of the day to day administration of unlisted unit trusts / funds.  This involves developing and maintaining a strong business relationship with a portfolio of clients by being the main point of contact for the client 

Team responsibilities:
  • Work closely with other team members to ensure all daily deadlines are met
  • Responsibility to drive high service outcomes to achieve service delivery standards
  • To ensure communication from your department to other departments is maintained at a standard to ensure all stakeholders are briefed in relation to your departments activities
Individual task responsibilities:
  • Understand company capabilities and service and effectively communicate all offerings to the client
  • Effectively manage and control the client registers
  • Develop an in depth knowledge of the portfolio of clients, their organisations and key contacts
  • Read and understand the PDS and create & maintain the Business Rules for each fund
  • Regularly meet with your portfolio of clients in person to review their register, services and any investor projects
  • Professionally liaise with Clients, Investors and Advisers in accordance with SLAs with the view to exceed client expectations
  • Effective manage allotments, redemptions, distributions, Adviser Service Fees, periodic statements, quarterly reports
  • Project manage and execute, where required; client Distributions, e-communications and meetings
  • Provide accurate and up to date fund information 
  • 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
We are seeking individuals with either a Senior Client Service or Account Management background from Financial Services. Ideally this experience will have been gained from Funds Management / Custody / Investment Administration or a Share Registry background.

You will be highly organised and capable of completing high volumes of workload within fast turn around times. Your attention to detail will be second to none and your communication skills will be impeccable. You will be intermediate with Microsoft Office, specifically on Word Excel. 

We are interviewing immediately so please call Caroline Smith on 02 9216 6725 or email your CV via the APPLY Link today.

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