Client Service Manager - Asset Services - 10-Month Contract

Alex Gatfield; Melbourne; On-site; AUD 90,000 - 130,000; Full time

Job summary

Alex Gatfield seeks an experienced Custody Client Services Manager for a 10-month contract in Melbourne. The role focuses on managing institutional client relationships and custody services, with opportunities to expand business through additional products and services.

You will respond to client inquiries, coordinate activities, and act as a trusted consultant on Trust and Custody offerings, regulatory changes, and market conditions. Travel to client locations may be required.

Qualifications

• Must have direct experience in asset servicing environment.
• Proven client servicing background in financial services.
• Strong written and verbal communication skills.
• Excellent organisational and time-management abilities.
• High attention to detail and problem-solving capability.
• Ability to interpret legal docs (e.g., SLA) and advise clients.

Responsibilities

• Act as key consultant to clients and coordinate delivery of Trust and Custody services.
• Ensure client satisfaction by coordinating service teams and timely deliverables.
• Understand client's business objectives and market challenges.
• Counsel clients on banking products/services and regulatory changes.
• Develop solutions to client needs and coordinate delivery of new services.
• Support client profitability and account growth.
• Travel to client sites as required for revenue or service opportunities.

Skills

Asset servicing

Client servicing

Communication

Time management

Attention to detail

Regulatory understanding

Tools

Microsoft Word

PowerPoint

Excel

Job description

Melbourne
Asset Management
Contract or Temporary

Our client is a global financial institution seeking an experienced custody Client Services Manager – Asset Services on a 10-month contract in their Melbourne Office.

Scope of Work:

The Client Services Manager will play a key role in supporting all aspects of managing the administrative and relationship needs of the firms institutional trust clients. You will respond to institutional client enquiries and coordinate client activities. This involves identifying opportunities for expanding business relationships through additional products or services and you will act as key consultant to clients.

Key Responsibilities:

• Acts as key consultant to clients, assisting in formulation of best practices, redesign of processes, evaluation and implementation of Trust and Custody services through creative ideas and problem solving
• Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely deliverables and issue resolution, and effectively communicating client concerns/needs to partners
• Develop complete understanding of client's business, objectives, goals, and market challenges
• Assists Relationship Managers in counselling clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on client's activities and banking services.
• Participates in development of solutions to client needs, coordinate presentations, bringing in experts when appropriate, and ensuring smooth delivery of new services
• Manages and enhances client profitability
• Travel to client locations on a selected basis where revenue and/or new business opportunities and/or servicing require a call.

Required Experience:

• Must have direct experience in asset servicing environment.
• Proven experience working in financial servicing/accounting fields, with a client servicing background
• Strong communication skills (both written and verbal)
• Demonstrated organisational and time management skills
• Strong attention to detail and problem-solving capability
• Ability to understand legal documentation (such as SLA) & provide recommendations
• Proficiency in Microsoft Word, PowerPoint and Excel
• Understanding of reconciliation processes
• Understanding of institutional payment processes

  To be considered for this role, you must hold Australian PR or citizenship and be located in Melbourne.