Client Manager

Our client is seeking a dedicated and experienced Client Manager to manage all aspects of a portfolio of clients, ensuring superior service while complying with legal and regulatory frameworks. This role offers an exciting opportunity to work in a dynamic environment where you will be responsible for maintaining effective client relationships, managing scheme documents, and overseeing the on-boarding and off-boarding of new business. If you have a knack for multitasking, delivering within timeframes, and have a strong understanding of the managed funds industry, this could be your next career move.

Manage a diverse portfolio of clients
Ensure compliance with legal and regulatory frameworks
Opportunity to work in a dynamic and growth-oriented environment

*Potential opportunity for sponsorship for the right candidate*

Responsibilities:

• Manage all aspects of a portfolio of registered and unregistered trusts
• Ensure timeliness of all scheme regulatory lodgements
• Coordinate updates to scheme documents including PDS updates and service provider agreements
• Assist in monitoring service providers including investment managers, custodians/prime brokers, registries and administrators
• Manage the on-boarding and integration of new business as well as the off-boarding of schemes that are winding up
• Maintain operational relationships with key clients and service providers
• Present at board and Compliance Committee meetings as required
• Oversee the billing for assigned clients
• Review regular reports received by each client for compliance with scheme/trust reporting and disclosure requirements

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 relating to managed investment schemes
• Ability to multitask and deliver within set timeframes
• Business/accounting/economics/law degree desirable or any tertiary qualification with appropriate experience

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply, please click "Apply" or contact Maggie Bartley on +61 2 8289 3147 or maggie.bartley@robertwalters.com.au for a confidential discussion.