Senior Client Service Associate - Unit Trusts - initial 4-month contract
The Senior Client Associate is responsible for providing support to the Client Management team and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner
Ideal candidates will have 2+ years in unit trust, managed funds, registry or client services experience from either a fund manager, custodian or fund services firms.
Initial 3-4 month contract with view to extend to 6m, or possibly go permanent
Key tasks and outputs
- Assist the Senior Manager and the Senior Client Service Managers in servicing the book of wholesale trustee clients
- Undertake assigned activities to ensure full compliance with trust obligations
- Administer trustee activities in accordance with policies and procedures
- Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds.
- Monitor and complete all compliance requirements for allocated clients/funds
- Manage payments with internal and external custodians
- Build & maintain operational relationships with allocated clients
- Ensure working knowledge of all clients "owned" by the team to provide back-up and operational flexibility
- Involvement in ad-hoc projects as required
- Manage and complete all allocated trustee obligations in compliance management system in a timely manner
- Assist with maintenance of data in compliance management system
- Assist in managing finance matters; including debtors, expenses and billing across the client management team including the collection and collation of data required
- Assist in the preparation of board reporting packs/memos
- Maintain key scheme documents records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts.
Education requirements
- Law / Business / Accounting / Economics degree required
Experience requirements
- Minimum 3 years' experience in Financial Services or related experience
- Excellent client management skills and experience
- Reasonable knowledge of fund structures
- Ability to manage and prioritise multiple tasks
Senior Client Service Associate - Unit Trusts - initial 4-month contract in Sydney employer: Anton Murray Consulting
Join a leading global wealth management firm in Melbourne, where you will thrive in a dynamic work culture that values collaboration and innovation. As a Client Reporting Associate, you'll benefit from competitive remuneration, opportunities for professional growth, and the chance to make a meaningful impact on high-net-worth clients' financial journeys. With a strong focus on employee development and a commitment to excellence, this role offers a rewarding experience in a supportive environment.
