Client Relations Manager, Fund Services & Trusts (Remote)

Iq-Eq; Australia; Hybrid; AUD 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Competitive remuneration

Wellbeing & Engagement

20 days annual leave

Flexible working

Zusammenfassung

IQ-EQ is seeking a Manager – Client Relations to oversee daily administration of Fund Services Trusts, onboard new clients, and support senior leadership. You will maintain client relationships, coordinate with lawyers, banks, and service providers, and ensure timely trust data updates across platforms.

The role involves liaising with various stakeholders, supporting onboarding activities, and delivering high-quality client service in a dynamic regional team environment.

Qualifikationen

• Experience in client relations and fiduciary duties preferred.
• Strong communication and relationship-management skills.

Aufgaben

• Complete routine client check-ins and maintain relationships with clients and service providers.
• Assist clients with daily trust management including requirements, signing processes, POA, payment instructions, and templates.
• Respond to client requests promptly and ensure trust-related communications are accurate and timely.
• Liaise with clients, lawyers, accountants, registry providers, the ATO, and bank relationship managers to resolve trust matters and manage ongoing account requirements.
• Support onboarding of new business, manage client expectations, and deliver high standard of client service.
• Review and coordinate execution of legal, fund, and trust documentation while ensuring client data, records, and filings are maintained securely.

Jobbeschreibung

IQ-EQ is seeking a Manager – Client Relations to oversee daily administration of Fund Services Trusts, onboard new clients, and support senior leadership. You will maintain client relationships, coordinate with lawyers, banks, and service providers, and ensure timely trust data updates across platforms.

The role involves liaising with various stakeholders, supporting onboarding activities, and delivering high-quality client service in a dynamic regional team environment.