Senior Client Service Associate - Unit Trusts - initial 4-month contract

The Senior Client Associate is responsible for providing support to the Client Management team and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner

Ideal candidates will have 2+ years in unit trust, managed funds, registry or client services experience from either a fund manager, custodian or fund services firms.

Initial 3-4 month contract with view to extend to 6m, or possibly go permanent

Key tasks and outputs

- Assist the Senior Manager and the Senior Client Service Managers in servicing the book of wholesale trustee clients
- Undertake assigned activities to ensure full compliance with trust obligations
- Administer trustee activities in accordance with policies and procedures
- Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds.
- Monitor and complete all compliance requirements for allocated clients/funds
- Manage payments with internal and external custodians
- Build & maintain operational relationships with allocated clients




- Ensure working knowledge of all clients “owned” by the team to provide back-up and operational flexibility
- Involvement in ad-hoc projects as required
- Manage and complete all allocated trustee obligations in compliance management system in a timely manner
- Assist with maintenance of data in compliance management system
- Assist in managing finance matters; including debtors, expenses and billing across the client management team including the collection and collation of data required
- Assist in the preparation of board reporting packs/memos
- Maintain key scheme documents records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts.

Education requirements

- Law / Business / Accounting / Economics degree required

Experience requirements

- Minimum 3 years’ experience in Financial Services or related experience
- Excellent client management skills and experience
- Reasonable knowledge of fund structures
- Ability to manage and prioritise multiple tasks

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📌 Senior Client Service Associate - Unit Trusts - initial 4-month contract (New South Wales)
🏢 Anton Murray Consulting
📍 New South Wales