Client Services Associate

MSC Group; Sydney; On-site; AUD 70,000 - 100,000; Full time

Job summary

MSC Group is seeking a Client Services Associate to join our team on Clarence Street, Sydney. You will be the day-to-day contact for a portfolio of clients, ensuring smooth operations and adherence to complex transaction documents.

Reporting to a Relationship Manager, you will build strong client relationships, review legal documents, log incidents in the compliance system, assist with billing, and help onboard/offboard clients.

Qualifications

• 3 years' experience in financial services (trustee industry a plus).
• Strong ability to read, interpret and negotiate legal/contractual documents.
• Excellent written and verbal communication across levels.
• Proven ability to work under pressure in a deadline-driven environment.
• Ability to manage competing priorities with high attention to detail.

Responsibilities

• Serve as day-to-day contact for a portfolio of clients and service providers.
• Maintain client relationships and manage operational and administrative matters.
• Review documentation related to credits and real estate as part of client relationships.
• Keep systems up to date; log incidents in the compliance management system.

Skills

Relationship management

Communication

Attention to detail

Analytical thinking

Prioritisation

Independent work

Tools

CRM system

Compliance management system

Job description

The Company

MSC Group is an established, highly credentialed provider of corporate trust, custody, intermediary and administration services to Australian and international fund managers, listed and unlisted corporates, fintech businesses and other finance service providers.

MSC Group’s trustee company, MSC Trustees, and related entities are active across a range of finance and investment markets including property, equities, derivatives and debt markets. Core services include fund and debenture/note trusteeship, security trusteeship, escrow and agency services as well as fund administration and accounting.

MSC Group operates offices in Melbourne, Sydney and Singapore. For further information, please refer to the corporate website at www.msc.group

This role is located in Sydney.

The Role

MSC Group is looking for a Client Services Associate to join our team on Clarence Street, Sydney.

We work with institutional clients, investment consultants and service providers across a portfolio of custody and trustee arrangements. This is a genuinely varied role. No two days look the same, and you'll be trusted with real responsibility from day one.

What you'll be doing

Reporting to a Relationship Manager, you'll be the day-to-day point of contact for a portfolio of clients, keeping things running smoothly and making sure both our clients and our business meet their obligations under complex transaction documents.

You will

Build and maintain strong relationships with clients and service providers, and act as the primary contact for operational and administrative matters

Review credit and real estate documentation as part of the client relationship

Keep our systems up to date, including logging incidents in the compliance management system

Support meeting preparation, coordinate calendars and keep CRM notes current

Assist with billing and follow up on overdue invoices

Manage client onboarding and offboarding end to end, making sure every step is completed by the right person before the next one starts

Represent the business at relevant industry seminars and events

What you’ll bring

At least 3 years' experience in a similar role in financial services (trustee industry experience highly regarded)

Confidence reading, interpreting and negotiating legal and contractual documents

Strong communication skills, written and verbal, with people at all levels

A track record of thriving under pressure in a busy, commercial, deadline driven environment

The ability to juggle competing priorities without losing attention to detail

Sharp analytical and critical thinking skills, and the initiative to solve problems as they come up

Comfort working independently as well as part of a close knit team

Supportive team, strong client focus and the ability to make an impact

Well located CBD office on Clarence Street, close to public transport