The Opportunity
We are partnering with a leading investment management business seeking an experienced Client Services / Account Manager to join its institutional and platform client team on a 6-month contract.
This role sits within a high-performing distribution and client management function and offers broad exposure across institutional investors, platforms, mandates, pooled funds, and key investment stakeholders.
You will act as a key point of contact for sophisticated investment clients, delivering a best-in-class service experience while partnering closely with investment, operations, product, and distribution teams to support ongoing client relationships and business growth.
Key Responsibilities
Act as a key relationship contact for a portfolio of institutional and platform investment clients, ensuring a high-quality end-to-end service experience
Coordinate and deliver client reporting, investment updates, presentations, and bespoke reporting requirements across monthly, quarterly, and annual cycles
Support the onboarding of current clients and mandates, including documentation, operational set-up, and stakeholder coordination
Partner closely with investment, sales, and portfolio teams to support client review meetings, investment discussions, and servicing requirements
Assist with RFPs,



due diligence questionnaires, compliance reviews, and client information requests
Manage client queries and issue resolution, working collaboratively across internal teams to ensure timely outcomes
Coordinate cash flow, liquidity, and operational servicing requirements with internal and external stakeholders
Support broader strategic client initiatives and relationship management activities, helping maintain strong client retention and engagement
Build strong internal partnerships across investments, operations, compliance, legal, product, fund accounting, and distribution teams
You will ideally bring:
Experience managing or supporting institutional, wholesale, or sophisticated investment clients
Understanding of investment products including pooled funds, mandates, unit trusts, or platform structures
Strong knowledge of fund operations and investment servicing processes
Excellent stakeholder management and communication skills
High attention to detail and ability to manage competing priorities in a fast-paced environment
Strong written communication skills, particularly around reporting and client materials
Intermediate to advanced capability across Excel, PowerPoint, CRM, and reporting systems

📌 Account Manager - Institutional Clients (Sydney)
🏢 Morgan Mckinley
📍 Sydney