Manager, Client Relations

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. Fund Management 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 arrangementsrking arrangements Qualifications Knowledge, Skills & Requirements 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. Competencies 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