Manager, Client Relations

Nearheal; Sydney; Hybrid; AUD 120,000 - 160,000; Full time

Benefits offered by this job

flexible working arrangements

Job summary

IQ-EQ is a global investor services group delivering administration, compliance and reporting across multiple jurisdictions. The Manager – Client Relations role sits within the Fund Services team, overseeing daily administration, onboarding new clients, and ensuring client data is current.

You will collaborate with heads of service and key stakeholders to deliver high standards of service. You will manage relationships with Wholesale and Responsible Entity clients, coordinate onboarding tasks,

Qualifications

• 2–3 years of experience with Wholesale and Retail Responsible Entity clients.
• Strong client management and stakeholder relationship skills.
• Understanding of trusts, fund and investment administration.

Responsibilities

• Oversee daily administration tasks of Fund Services Trusts and assist onboarding new clients.
• Monitor inboxes and respond to operational client requests in a timely manner.
• Maintain up-to-date trust data in coordination with senior managers and heads of Fund Services.
• Support onboarding, ABN/TFN/GST registrations, and CRM record-keeping.
• Coordinate legal, fund and trust documentation and ensure data accuracy across platforms.
• Manage trust administration activities, PPSR records, and compliance requirements.

Education

Law/Business/Accounting qualification

Job description

Is a global investor services group with deep expertise in private markets. We support investment managers, asset owners and global businesses with the administration, compliance, governance, data and reporting that their structures depend on.

Across 25 jurisdictions, our 6,500+ professionals combine technical strength, connected technology and human understanding – the IQ and the EQ – to free clients from operational complexity and give them the peace of mind to focus on their core business activities.

Our IQ is our technical, regulatory and operational expertise, underpinned by data, technology and coordinated global delivery. Our EQ is our human partnership: understanding the business behind the numbers, the culture behind the structures and the individuals behind the screens.

With more than US$950 billion of assets under administration, our global client base includes 13 of the world’s top 15 private equity firms* and 19 of the top 25 private debt firms**.

One relationship connects our clients to the right expertise as needs evolve, helping them move forward with clarity and confidence, wherever they operate..

To find out more about IQ-EQ visit iqeq.com

Job Description

Position Overview

• 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

Experience

• You have funds operations experience and a strong understanding of trust, fund, and investment administration processes.
• You possess strong client management skills with proven experience managing stakeholder relationships and delivering exceptional client service.
• You have 2 to 3 years of experience working with Wholesale and Retail Responsible Entity clients.
• You hold, or are working toward, a qualification in Law, Business, Accounting, Economics, or a related field; however, a degree is preferred rather than required.
• You demonstrate strong communication, relationship management, and problem-solving skills, with the ability to manage multiple client and operational responsibilities effectively.
• You have a strong understanding of trusts, trust documentation, and the legal and compliance obligations associated with trust management.
• You possess excellent written and verbal communication skills, along with exceptional stakeholder and relationship management capabilities.
• You demonstrate strong organizational, facilitation, problem-solving, and critical-thinking skills, with a high level of attention to detail.
• You are self-motivated, proactive, and able to work both independently and collaboratively while exercising a high degree of initiative.
• You can effectively manage competing priorities, meet targets and deadlines, and apply strong business process knowledge to deliver quality outcomes.

Contribution to culture

• It is expected that employees willingly engage with and contribute to the inclusive culture at AMAL Trustees in line with the purpose and values of the organization. Demonstrating specific behaviors aligned to the core values of We Care, Integrity and People First. Effectively creating a psychologically safe work environment for all to both specialist mini teams and widercross-team functionality.

Information Security

• Compliance with AMALs Information Security policies and procedures to protect AMALs information assets against threats and vulnerabilities.

WHS

• At all times ensure compliance with WHS Policies and Procedures and all WHS legislative requirements

Additional Information

As a forward-looking business, sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining meaningful, long-term relationships with all our stakeholders, including our employees, clients, and local communities, while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve, whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We're committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees' careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to colleagues. We want to empower our 5,500+ employees, from 94 nationalities, speaking 41 languages across 25 countries, to each achieve their potential. Through IQ-EQ Launchpad, we support female managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We're committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success leads to our sustainability and success. We're emotionally invested in our clients right from the beginning.

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