Institutional Client Services — Asset Management

Anton Murray Consulting; Sydney; Presencial; AUD 90.000 - 120.000; Jornada completa

Descripción de la vacante

Anton Murray Consulting in Sydney is seeking an Institutional Client Service Associate to deliver exceptional service to institutional clients within asset management. The role focuses on liaison, onboarding, and end-to-end support for new business opportunities.

The ideal candidate has 3–6 years of experience in asset management, with strong communication skills and CFA progress. This is a full-time, on-site position in Sydney, offering growth within a global asset management team.

Formación

• Proven client-facing experience in asset management, such as CSA, CSM, or BDA roles.
• 3–6 years of relevant investment management experience.
• Direct buy-side experience supporting institutional relationships is preferred.
• Strong academic qualifications; CFA studies are encouraged.
• Excellent communication and organisational skills for senior stakeholders.

Responsabilidades

• Serving as the primary liaison between institutional clients and internal teams, ensuring all client queries and requests are addressed promptly and professionally
• Managing client onboarding processes, including documentation collection, account setup, and facilitating introductions to relevant portfolio managers and specialists
• Provide end-to-end support on new business opportunities, including RFPs and RFIs, pitch materials coordination, meeting preparations and follow ups
• Monitoring client accounts and investment performance, preparing regular updates and performance reports for institutional stakeholders
• Coordinating client meetings, conferences, and events, including scheduling, logistics and materials preparation
• Maintaining comprehensive client records and documentation in compliance with regulatory requirements and internal procedures
• Identifying opportunities to enhance client relationships and cross-sell additional services or products within the asset management suite
• Supporting the resolution of client issues and complaints, working collaboratively with internal teams to ensure swift and satisfactory outcomes
• Assisting with market research, competitive analysis and industry trends relevant to institutional client needs
• Contributing to the development and refinement of client service processes and procedures to improve operational efficiency

Descripción del empleo

Anton Murray Consulting in Sydney is seeking an Institutional Client Service Associate to deliver exceptional service to institutional clients within asset management. The role focuses on liaison, onboarding, and end-to-end support for new business opportunities.

The ideal candidate has 3–6 years of experience in asset management, with strong communication skills and CFA progress. This is a full-time, on-site position in Sydney, offering growth within a global asset management team.