Funds Onboarding & Client Implementation Specialist

Keegan Adams Recruitment; Sydney; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible working arrangements

Learning and development opportunities

Competitive benefits

Job summary

Keegan Adams Recruitment is seeking a Client Implementation Analyst for a leading global asset management organization in Sydney. The role focuses on onboarding wholesale clients, managing distributor relationships and ensuring governance across contracts and rebates.

You will coordinate onboarding, support distribution and rebates, liaise with third-party service providers, and contribute to continuous improvement across processes and controls. This 12-month FTC may transition to permanent.

Qualifications

• Experience within funds, platforms, wealth management or a related financial services environment.
• Exposure to client onboarding, wholesale distribution, investment platforms or pooled funds.
• Experience working with internal operational teams and external service providers.
• Understanding of regulatory and operational requirements within financial services.

Responsibilities

• Coordinate wholesale client onboarding activities and ensure operational readiness.
• Support the management of distribution, platform and rebate agreements.
• Assist with the implementation and processing of management fee rebates.
• Liaise with distributors, registries, custodians and other third-party service providers.
• Prepare accurate flow and funds under management reporting.
• Maintain contracts, records and registers in line with governance requirements.
• Contribute to projects, working groups and change initiatives across the business.

Skills

Funds experience

Wealth management

Client onboarding

Stakeholder mgmt

Regulatory RG146

Attention to detail

Analytical skills

Project involvement

Job description

Keegan Adams Recruitment is seeking a Client Implementation Analyst for a leading global asset management organization in Sydney. The role focuses on onboarding wholesale clients, managing distributor relationships and ensuring governance across contracts and rebates.

You will coordinate onboarding, support distribution and rebates, liaise with third-party service providers, and contribute to continuous improvement across processes and controls. This 12-month FTC may transition to permanent.