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About the Role
The Manager – Client Relations is a key member of the Fund Services Team, responsible for daily administration tasks of Fund Services Trusts and assisting with onboarding new clients. This role involves monitoring inboxes, addressing operational requests, and providing support to Senior Managers and the Head of Fund Services.
Responsibilities
- Develop and maintain client and external service provider relationships.
- Complete routine client check-ins and attend service provider update sessions.
- Assist clients with daily trust management by providing guidance on requirements, procedures, signing processes, powers of attorney, payment instructions, and templates.
- Respond to client requests promptly and ensure accurate and timely distribution of trust-related communications.
- Liaise with clients, lawyers, accountants, registry providers, the ATO, and bank relationship managers to resolve trust matters.
- Support the onboarding and integration of new business while managing client expectations.
- Assist Senior Managers with client onboarding, including preparing welcome packs and coordinating registrations.
- Review, approve, and coordinate the execution of legal, fund, and trust documentation.
- Ensure client data, records, and filings are maintained accurately and securely.
- Manage trust administration activities, including monitoring team inboxes and maintaining PPSR records.
- Facilitate onboarding, process payments accurately, and approve payment instructions.
- Educate clients on company procedures and policies.
- Manage a portfolio of Wholesale and Responsible Entity clients.
- Oversee debtor and accrual processes, support invoice collections and GAV reporting.
- Contribute to the inclusive culture at AMAL Trustees by demonstrating specific behaviors aligned to the core values of We Care, Integrity and People First.
- Ensure compliance with AMALs Information Security policies and procedures.
- Ensure compliance with WHS Policies and Procedures and all WHS legislative requirements.
Requirements
- Funds operations experience with a strong understanding of trust, fund, and investment administration processes.
- Strong client management skills with proven experience managing stakeholder relationships and delivering exceptional client service.
- 2 to 3 years of experience working with Wholesale and Retail Responsible Entity clients.
- Strong communication, relationship management, and problem-solving skills.
- Ability to manage multiple client and operational responsibilities effectively.
- Strong understanding of trusts, trust documentation, and the legal and compliance obligations associated with trust management.
- Excellent written and verbal communication skills.
- Exceptional stakeholder and relationship management capabilities.
- Strong organizational, facilitation, problem-solving, and critical-thinking skills.
- High level of attention to detail.
- Self-motivated, proactive, and able to work both independently and collaboratively.
- Ability to exercise a high degree of initiative.
- Ability to effectively manage competing priorities, meet targets and deadlines.
- Apply strong business process knowledge to deliver quality outcomes.
Skills
- Client Management
- Stakeholder Management
- Client Service
- Trust Administration
- Fund Administration
- Investment Administration
- Communication
- Relationship Management
- Problem-Solving
- Organizational Skills
- Facilitation Skills
- Critical-Thinking
- Attention to Detail
- Self-Motivation
- Proactiveness
- Teamwork
- Initiative
- Time Management
- Business Process Knowledge
Location
- 25 jurisdictions
Work Type
- Permanent
- Flexible working arrangements
Experience Level
- 2 to 3 years of experience working with Wholesale and Retail Responsible Entity clients
Education Level
- Qualification in Law, Business, Accounting, Economics, or a related field preferred
Salary/Compensations
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
Benefits
- Additional social benefits including a CHESS club, EAP support, and fitness program.
- Regular business and team updates, morning teas, and fortnightly huddles.
- 20 days paid leave plus all statutory public holidays.
- Hybrid working approach.
About the Company
- IQ-EQ is a global investor services group with deep expertise in private markets.
- They support investment managers, asset owners, and global businesses with administration, compliance, governance, data, and reporting.
- Across 25 jurisdictions, their 6,500+ professionals combine technical strength, connected technology, and human understanding.
- With more than US$950 billion of assets under administration, their global client base includes 13 of the world’s top 15 private equity firms and 19 of the top 25 private debt firms.
- Sustainability is integral to their strategy and operations.
- They are committed to fostering an inclusive, equitable, and diverse culture.
- Learning and development programmes and systems enable investment in employees' careers.
- They are committed to growing long-term relationships with their clients.
Equal Opportunity
- Committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.