Vice President, Client Service Management (Corporate Trust, Australia)

The Client Services Manager has primary responsibility for the management of a portfolio of Corporate Trust clients/accounts and serves as the day‑to‑day contact for the assigned clients/accounts. As the primary account representative, the CSM is responsible for servicing the overall client relationship within the assigned portfolio. This includes day‑to‑day oversight of the assigned accounts, coordination of services for assigned clients, monitoring of contractual obligations, and administration of debt issuance including complex financing structures and services related to assigned corporate trust products.

The CSM will manage relationships of assigned products, including syndicated loans, securitisation and other fixed‑income products with active participation in the products and services delivered. The role is responsible for addressing client issues proactively, efficiently and to the satisfaction of the client(s). The CSM will work in close communication and collaboration with Business Managers, Client Administration, Client and Business Development, Transaction Management group and Business and Product Management to ensure delivery of service excellence to clients.

Key Roles & Responsibilities

- Transaction Administration and Control: Thoroughly review new transaction documents related to complex Corporate Trust accounts,



clients and/or relationships to ensure transaction can be supported within the current operating model; understand administration requirements; perform and/or oversee all account administration activities; manage and oversee client inquiries, resolve situations independently and smoothly, and escalating promptly where appropriate; participate in compliance reviews as required.
- Collaboration, Stakeholder Engagement, Oversight, Influence: Work with Global Service Delivery and other groups within Global Client Solutions and related parties to monitor/control tickler compliance of assigned accounts; act as senior escalation point for deal‑related client/counterparty contacts.
- Deal‑level Relationship Management: Complete accountability for all service level aspects of the assigned client relationships for deals that are administered; ensure clients receive excellent service; develop and maintain strong working relationships with industry participants such as law firms, institutional investors, investment bankers, custodians, lenders, borrowers.

Qualifications

- Bachelor’s degree with 8‑10 years of relevant experience in the financial services industry or Corporate Trust experience.
- Robust client servicing and communication skills, able to manage tasks, meet deadlines and maintain high attention to detail.
- Product expertise in syndicated loans, securitisation and fixed‑income highly regarded.
- Understanding of the payments landscape for domestic and international wires.

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📌 Vice President, Client Service Management (Corporate Trust, Australia)
🏢 @
📍 Australia