Client Relations Manager, Fund Services (Hybrid/Remote)

Nearheal; Sydney; Hybrid; AUD 120.000 - 160.000; Vollzeit

Benefits dieser Stelle

flexible working arrangements

Zusammenfassung

IQ-EQ is a global investor services group delivering administration, compliance and reporting across multiple jurisdictions. The Manager – Client Relations role sits within the Fund Services team, overseeing daily administration, onboarding new clients, and ensuring client data is current.

You will collaborate with heads of service and key stakeholders to deliver high standards of service. You will manage relationships with Wholesale and Responsible Entity clients, coordinate onboarding tasks,

Qualifikationen

• 2–3 years of experience with Wholesale and Retail Responsible Entity clients.
• Strong client management and stakeholder relationship skills.
• Understanding of trusts, fund and investment administration.

Aufgaben

• Oversee daily administration tasks of Fund Services Trusts and assist onboarding new clients.
• Monitor inboxes and respond to operational client requests in a timely manner.
• Maintain up-to-date trust data in coordination with senior managers and heads of Fund Services.
• Support onboarding, ABN/TFN/GST registrations, and CRM record-keeping.
• Coordinate legal, fund and trust documentation and ensure data accuracy across platforms.
• Manage trust administration activities, PPSR records, and compliance requirements.

Ausbildung

Law/Business/Accounting qualification

Jobbeschreibung

IQ-EQ is a global investor services group delivering administration, compliance and reporting across multiple jurisdictions. The Manager – Client Relations role sits within the Fund Services team, overseeing daily administration, onboarding new clients, and ensuring client data is current.

You will collaborate with heads of service and key stakeholders to deliver high standards of service. You will manage relationships with Wholesale and Responsible Entity clients, coordinate onboarding tasks,