Client Service Manager


AU$80000 - AU$90000 per annum


Melbourne CBD, Melbourne, Australia

Job Type


Job Ref


Date Posted

Tue, 17th May 2022

The role: Our client is looking for a Client Service Manager for their Asset Management department. This is a 12-month

The role:

Our client is looking for a Client Service Manager for their Asset Management department. This is a 12-month maternity cover to support the Institutional and Wholesale Distribution business in Australia / New Zealand from a client service and support perspective. Our client is a key player in the international banking industry.

This is a very operational/administrative role, not client-facing.

Key Responsibilities:

Client servicing

  • Oversight of daily Trust price review and distribution, website update
  • Review monthly/quarterly/annual transaction & tax statements
  • Monthly/quarterly/annual Trust and mandate reporting
  • Respond to all client and registry queries by phone and email
  • Monitoring of all clients, external and internal service level agreements (SLAs)
  • Preparation of internal reporting

Unit Registry – Must have previous experience

  • Day to day ownership of relationship with IRESS Client Service Team
  • Monitor and review unit registry process to ensure client service levels and SLAs are met
  • Support the Product and Compliance function with unit registry information as required
  • Support investors / advisers with online application adoption and roll out

Client related compliance support

  • Know your customer (KYC)/Anti Money Laundering (AML) for mandate clients
  • KYC/AML for Trust clients, where required
  • Salesforce input
  • Service provider compliance support

Marketing & Sales Support

  • Responsibility for the control register of external client, prospect, consultant and researcher requests
  • Provide CRM support for coordination and set up of client meetings with overseas Investment teams
  • Preparation of presentation materials

Office Support

  • Responsibility for Melbourne office support
  • Contact point for IT support
  • Central contact point for building management and facilities

The ideal candidate will have:

  • Basic working knowledge of investment markets
  • 3-6 years banking or financial services industry experience
  • Must have previous Unit Registry experience
  • Hard working and conscientious
  • Excellent attention to detail
  • Ability to problem solve and resolve
  • Proactive and ability to work unsupervised
  • Excellent communication skills
  • Collaborative and team focused
  • Strong organisational skills with a deadline driven focus

Qualifications required:

  • Undergraduate degree in Finance or Business
  • At least 3 year’s client service experience at an Asset Management / 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

If this sounds like you, please apply or send your CV directly at [email protected] Only shortlisted candidates will be contacted.

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