Manager, Client Relations

Iq-Eq; Australia; Hybrid; AUD 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Competitive remuneration

Wellbeing & Engagement

20 days annual leave

Flexible working

Zusammenfassung

IQ-EQ is seeking a Manager – Client Relations to oversee daily administration of Fund Services Trusts, onboard new clients, and support senior leadership. You will maintain client relationships, coordinate with lawyers, banks, and service providers, and ensure timely trust data updates across platforms.

The role involves liaising with various stakeholders, supporting onboarding activities, and delivering high-quality client service in a dynamic regional team environment.

Qualifikationen

• Experience in client relations and fiduciary duties preferred.
• Strong communication and relationship-management skills.

Aufgaben

• Complete routine client check-ins and maintain relationships with clients and service providers.
• Assist clients with daily trust management including requirements, signing processes, POA, payment instructions, and templates.
• Respond to client requests promptly and ensure trust-related communications are accurate and timely.
• Liaise with clients, lawyers, accountants, registry providers, the ATO, and bank relationship managers to resolve trust matters and manage ongoing account requirements.
• Support onboarding of new business, manage client expectations, and deliver high standard of client service.
• Review and coordinate execution of legal, fund, and trust documentation while ensuring client data, records, and filings are maintained securely.

Jobbeschreibung

• The Manager – Client Relations is a key member of the Fund Services Team, overseeing and maintaining the daily administration tasks of the Fund Services Trusts as well as assisting with onboarding new clients.
• The Manager – Client Relations will assist in monitoring all relevant inboxes and attend to all operational requests of clients and service providers in a timely manner whilst undertaking relevant operational support for the Senior Managers and Head of Fund Services in the team.
• The Manager – Client Relations will work closely with the Head of Fund Services, Senior Managers, and key business stakeholders to ensure all trust data is up to date.
• The Manager – Client Relations will maintain a portfolio of clients to provide fiduciary obligation duties and comprises of both Wholesale Trust (WT) and Responsible Entity (RE) clients.

What you'll do

Develop and Maintain client/ External Service providers Relationship

• You'll complete routine client check-ins, attend service provider update sessions, and maintain strong relationships with new and existing clients.
• You'll assist clients with daily trust management by providing guidance on requirements, procedures, signing processes, powers of attorney (POA), payment instructions, and templates.
• You'll respond to client requests promptly and ensure all trust-related communications and updates are distributed accurately and on time.
• You'll liaise with clients, lawyers, accountants, registry providers, the ATO, and bank relationship managers to resolve trust matters and manage ongoing account requirements.
• You'll support the onboarding and integration of new business while managing client expectations and delivering a high standard of client service.
• You'll support Senior Managers with client onboarding, including preparing welcome packs, coordinating ABN/TFN/GST registrations, setting up bank accounts and banking access, maintaining CRM records, and notifying relevant internal teams.
• You'll review, approve, and coordinate the execution of legal, fund, and trust documentation while ensuring client data, records, and filings are maintained accurately and securely across all platforms.
• You'll manage trust administration activities, including monitoring team inboxes, maintaining PPSR records, safeguarding verification documents, and ensuring all trust information is up to date and compliant.
• You'll liaise with clients, lawyers, banks, and internal teams to facilitate onboarding, process payments accurately, approve payment instructions, and educate clients on company procedures and policies.
• You'll manage a portfolio of Wholesale and Responsible Entity clients, oversee debtor and accrual processes, support invoice collections and GAV reporting, and deliver a high standard of client service.

What We Offer

• Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
• Wellbeing & Engagement: Enjoy additional social benefits including a CHESS club, EAP support, and fitness program. Through regular business and team updates, morning teas, and fortnightly huddles, we create clarity on priorities and expectations, fostering strong engagement, connection, and a positive team culture
• Annual leave: our employees are entitled to 20 days paid leave plus all statutory public holidays
• Work alongside talented teammates across the region, collaborating both in person and remotely in a truly diverse team.
• Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements