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Client Services Officer

Job Title: Client Services Officer
Contract Type: Temporary & Contract
Location: Sydney
Job Reference: 3476353
Contact Name: Niamh Patton
Contact Email:
Job Published: 17 days ago

Job Description

Full Job Description

Our client is highly reputable and successful global asset management firm, that have continued to grow from strength to strength here in the Australian market. With a proven investment methodology and excellent investment performance they are a true market leader.

Due to the continued growth and expansion of their Australian business they currently seek a high calibre professional to join their team on a contract basis. 

This varied and challenging opportunity will see successful candidate work across multiple internal stakeholders and support a portfolio of institutional clients.

Role Responsibilities 
  • As a member of the client service team, managing a portfolio of Institutional Clients with investments in pool trusts and separate mandates 
  • Partner with the Relationship Management Team, to prepare for client meetings and production of client reporting supports the successful resolution of all operational and administrative matters
  • Act as point of contact for Institutional clients in respect to all functions: account management, product development, portfolio maintenance, transitions, client reporting, compliance monitoring
  • Transition Management - Assist in on-boarding of new mandates, trusts, in-specie transfers and restructuring of product structure  
  • Daily custody control oversight and query management. Resolution of all operational issues identified by clients and third party providers (custodians/brokers/administrators etc.)
  • Perform ad-hoc projects as and when required   
Role Requirement
  • Tertiary qualification (business/finance related discipline)
  • Minimum of 3 years investment industry related experience (fund management/Industry Super Fund/Asset Owner)
  • Strong understanding of Financial Markets
  • Proven ability to develop and maintain relationships with institutional clients
  • Proven organisation skills; proven ability to work independently with minimal direction, organize and coordinate multiple projects simultaneously with great attention to detail in order to meet deadlines
  • Strong attention to detail, and commitment to the highest quality standards
  • Excellent written and oral communication skills
For further information please apply to Niamh Patton at Perigon Group via the link provided. 

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