Sydney Asset Management Contract or Temporary
The Client Service Manager is responsible for managing all aspects of a portfolio of clients to build and maintain effective client relationships and deliver superior client service ensuring all trustee obligations/operational activities are met in a timely manner.
This role will be hired as an initial 3-month contract with a quick start WHV holders with relevant experience are encouraged to apply.
Key Responsibilities:
* Completion of relevant fund obligations applicable to the role of trustee and responsible entity for a portfolio of registered and unregistered trusts.
* Assist the Senior Manager and Senior Client Service Manager to ensure compliance is managed appropriately in accordance with compliance plan controls.
* Coordinate and manage updates to scheme documents including PDS updates and service provider agreements.
* Participate in disclosure document and fund promotion material due diligence.
* Develop & maintain operational relationships with key clients and service providers.
* Review regular reports received by each client for compliance with scheme/trust reporting and disclosure requirements.
* Escalate any legal/regulatory red flags to senior members of the Client Management Team.
* Ensure all regulatory lodgements (annual financial statements tax returns and annual distributions) completed at year end in a timely manner in accordance with policies and procedures.
* Assist Relationship Manager and Risk Manager with annual compliance plan audit and any other risk or regulatory related audit or review.
Experience Requirements:
* Minimum 3 years' experience in operating or providing services to a registered or unregistered trust.
* Strong client management and process management skills.
* Working knowledge of the managed funds industry and operational experience (custody administration registry audit investment operations) relating to managed investment schemes is highly regarded.
* Business/accounting/economics/law degree desirable.
WHV holders with relevant experience are encouraged to apply for this Sydney-based role.