Senior Client Service Associate - Unit Trusts - initial 4-month contract
- Provide support to the Client Management team and deliver superior client service.
- Ensure compliance with trustee obligations and operational activities.
- Manage payments and maintain operational relationships with clients.
Sydney
Asset Management
Contract or Temporary
The Senior Client Associate is responsible for providing support to the Client Management team and for delivering superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.
Ideal candidates will have 2+ years’ experience in unit trust, managed funds or registry; or client services experience from either a fund manager, custodian or fund services firm.
Initial 3 – 4-month contract with view to extend to 6-month, 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
- Strong attention to detail
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Skills
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