Position Purpose
The purpose of this maternity cover contract position is to support the Institutional and Wholesale Distribution business in Australia / New Zealand from a client service perspective.
Key Responsibilities
Client servicing
o Oversight of daily Trust price review and distribution, website update
o Review monthly/quarterly/annual deliverables
o Monthly/quarterly/annual Trust and mandate reporting
o Respond to all client and registry queries (by phone and email)
o Monitoring of all client, external and internal service level agreements (SLAs)
o Preparation of internal reporting
Client account management Support
o Responsibility for the control register of external client, prospect, consultant, and researcher requests
o Provide CRM support for coordination and set up of client meetings with overseas Investment teams.
o Preparation of presentation materials
o Assist in strategic planning.
o Work closely with regional teams.
Unit Registry
o Day to day interaction with SS&C Client Service Team
o Assist with escalation management and trade processing with SS&C and EQT
o Monitor and review unit registry process to ensure client service levels and SLAs are met.
o Support the Product and Compliance function with unit registry information as required.
Client related compliance support
o AML/KYC for mandate clients
AML/KYC for Lux Trust clients, where required.
o Salesforce input (KYC related and Client Case related)
o Service provider (EQT/BP2S) compliance support.
Competencies (Technical / Behavioral)
? Basic working knowledge of investment markets
? Hard working and conscientious
? Excellent attention to detail
? Ability to problem solve and resolve.
? Proactive and ability to work unsupervised.
? Excellent communication skills
? Collaborative and team focused.
? Strong organizational skills with a deadline driven focus.
Specific Qualifications Required
? Undergraduate degree in Finance or Business
? At least three years’ experience at an Asset Manager / Financial Services firm or client facing role. Required.
? Excellent written, verbal and presentation skills and the ability to communicate effectively at all levels.
? Ability to build strong internal and external relationships.
? Ability to work flexible hours and manage time effectively.
