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 outstanding 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, strong learning opportunities and a genuine pathway into