Sydney
Asset Management
Contract or Temporary

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

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

Initial 3 – 4-month contract with view to extend to 6-month, 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
Solid attention to detail

📌 Senior Client Service Associate Unit Trusts Initial 4 Month Contract Sydney (Australia)
🏢 Anton Murray Consulting
📍 Australia