Client Relations Manager – Fund Services

IQ-EQ

Sydney

On-site

AUD 90,000 - 130,000

Full time

4 days ago
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Benefits offered by this job

Remuneration package aligned to market
Wellbeing & Engagement programs
25 days annual leave
Flexible working arrangements

Job summary

IQ-EQ is seeking a Manager – Client Relations to join our Fund Services team in Sydney. You will oversee daily administration of Trusts, onboard new clients, and coordinate with Head of Fund Services to ensure data accuracy and timely service.

You will manage a portfolio of Wholesale and Responsible Entity clients, maintain strong relationships with lawyers, banks and service providers, and support onboarding, ABN/TFN/GST registrations, and ongoing account requirements while delivering

Qualifications

  • Experience with wholesale and Responsible Entity clients.
  • Strong communication and relationship-management skills.
  • Ability to manage multiple client and operational responsibilities.

Responsibilities

  • Oversee daily administration of Fund Services Trusts and onboarding of new clients.
  • Monitor inboxes and respond to operational client requests in a timely manner.
  • Maintain up-to-date trust data and coordinate with Head of Fund Services and stakeholders.
  • Manage a portfolio of Wholesale and Responsible Entity clients and support onboarding, payments, and reporting.

Skills

Client management
Funds operations
Stakeholder management

Education

Law/Business/Accounting/Economics related field (degree preferred)

Job description

IQ-EQ is seeking a Manager – Client Relations to join our Fund Services team in Sydney. You will oversee daily administration of Trusts, onboard new clients, and coordinate with Head of Fund Services to ensure data accuracy and timely service.

You will manage a portfolio of Wholesale and Responsible Entity clients, maintain strong relationships with lawyers, banks and service providers, and support onboarding, ABN/TFN/GST registrations, and ongoing account requirements while delivering

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