Client Services Associate – Funds & Trustee (Sydney)

PX Resources

Sydney

On-site

AUD 70,000 - 90,000

Full time

7 days ago

Be an early applicant

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

PX Resources is recruiting a Client Services Associate in Sydney to support a portfolio of wholesale fund clients and work closely with an experienced Relationship Manager. The role offers exposure beyond traditional processing and a clear pathway into Relationship Management.

Around 18 months–3 years’ experience in funds-related services and strong communication skills will help you thrive in a fast-growing environment.

Qualifications

Around 18 months–3 years’ experience in funds industry.
Exposure to funds, trustee services, custody, fund administration or fund operations.
Strong communication skills and confidence dealing with different stakeholders.
Good analytical and problem-solving ability.
An interest in understanding how funds, transactions and client structures actually work.
The confidence to ask questions, use judgement and take ownership.
A genuine interest in developing into a more client-facing role.

Responsibilities

Support a portfolio of fund, trustee and custody clients.
Become a key contact for day-to-day client queries and activity.
Review transaction and fund documentation and understand the associated obligations.
Coordinate transactions, payments, onboarding and ongoing client requirements.
Work closely with Operations, Risk, Compliance, Legal and Finance.
Help solve client issues and identify better ways of doing things.
Maintain client records and ensure ongoing obligations are completed.
Build the technical and commercial knowledge to take on greater client responsibility over time.