Senior Client Service Associate - Unit Trusts - initial 4-month contract

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 a...