I’m partnering with a fast-growing specialist funds and trustee services business looking to appoint a Client Services Associate in Sydney.

This is a great opportunity for someone with around 18 months to 3 years’ experience in funds management, trustee services, fund operations or custody who is smart, curious and keen to build a broader career.

You’ll work closely with an experienced Relationship Manager, supporting a portfolio of wholesale fund clients and getting exposure well beyond traditional operational processing.

The role

- Support a portfolio of fund, trustee and custody clients
- Become a key contact for day-to-day client queries and activity
- Review transaction and fund documentation and understand the associated obligations
- Coordinate transactions, payments, onboarding and ongoing client requirements
- Work closely with Operations, Risk, Compliance, Legal and Finance
- Help solve client issues and identify better ways of doing things
- Maintain client records and ensure ongoing obligations are completed




- Build the technical and commercial knowledge to take on greater client responsibility over time

About you

- Around 18 months–3 years’ experience in funds industry
- Exposure to funds, trustee services, custody, fund administration or fund operations
- Strong communication skills and confidence dealing with different stakeholders
- Good analytical and problem-solving ability
- An interest in understanding how funds, transactions and client structures actually work
- The confidence to ask questions, use judgement and take ownership
- A genuine interest in developing into a more client-facing role

This is a great opportunity to build broader experience across clients, funds and transactions while working closely with experienced people. You’ll get meaningful responsibility early, solid learning opportunities and a genuine pathway into Relationship Management over time.

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📌 Client Services Associate | Funds & Trustee Services (New South Wales)
🏢 PX Resources
📍 New South Wales