Corporate Trust CSM - 6-month contract

The Client Services Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner. Our client is a well-recognised global financial services firm, with a well-established Australian Corporate Trustee services business.

Ideal candidates will have several years in unit trust, managed funds, trustee or client services experience from either a fund manager, custodian or fund services business.

Key Responsibilities:

• Ensure delivery of service and operational excellence in activities in accordance with policies. 
• Manage Client Relationships across clients including maintaining client relationship plans & conducting regular client visits
• Ensure timeliness of all scheme regulatory lodgements
• Assist Senior Manager and Senior Client Manager to ensure compliance is managed appropriately in accordance with compliance plan controls
•  Assist Governance Manager in monitoring service providers including investment managers, custodians/prime brokers and administrators 
• Assist with the on-boarding and integration of new business 
• Manage the off-boarding of schemes that are winding up 
• Develop & maintain operational relationships with key service providers
• Maintain and manage the compliance system for assigned schemes
• Present at the Board and Compliance Committee meetings as and when required 
• Participate in disclosure document and fund promotion material due diligence if required 
• Manage and oversee the billing for assigned clients 
• Review regular reports provided 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) are completed at year end in a timely manner in accordance with policies and procedures

Ideal Prior Experience:

• Ideally +5 years’ experience in Financial Services, ideally within Corporate Trust or Custody or Asset Management
• Excellent client management skills and relationship management experience 
• Strong knowledge of the managed funds industry and operational experience (custody/prime broker and administration) relating to managed funds 

Please kindly apply to this position asap and we will reply back to every applicant.