Job Description

Position Overview

- The Manager – Client Relations is a key member of the Fund Services Team, overseeing and maintaining the daily administration tasks of the Fund Services Trusts as well as assisting with onboarding new clients.
- The Manager – Client Relations will assist in monitoring all relevant inboxes and attend to all operational requests of clients and service providers in a timely manner whilst undertaking relevant operational support for the Senior Managers and Head of Fund Services in the team.
- The Manager – Client Relations will work closely with the Head of Fund Services, Senior Managers, and key business stakeholders to ensure all trust data is up to date.
- The Manager – Client Relations will maintain a portfolio of clients to provide fiduciary obligation duties and comprises of both Wholesale Trust (WT) and Responsible Entity (RE) clients.

What you'll do

Develop and Maintain client/ External Service providers Relationship

- You'll complete routine client check-ins, attend service provider update sessions, and maintain strong relationships with new and existing clients.
- You'll assist clients with daily trust management by providing guidance on requirements, procedures, signing processes, powers of attorney (POA), payment instructions, and templates.
- You'll respond to client requests promptly and ensure all trust-related communications and updates are distributed accurately and on time.
- You'll liaise with clients, lawyers, accountants, registry providers, the ATO, and bank relationship managers to resolve trust matters and manage ongoing account requirements.
- You'll support the onboarding and integration of new business while managing client expectations and delivering a high standard of client service.

Fund Management

- You'll support Senior Managers with client onboarding, including preparing welcome packs, coordinating ABN/TFN/GST registrations,



setting up bank accounts and banking access, maintaining CRM records, and notifying relevant internal teams.
- You'll review, approve, and coordinate the execution of legal, fund, and trust documentation while ensuring client data, records, and filings are maintained accurately and securely across all platforms.
- You'll manage trust administration activities, including monitoring team inboxes, maintaining PPSR records, safeguarding verification documents, and ensuring all trust information is up to date and compliant.
- You'll liaise with clients, lawyers, banks, and internal teams to facilitate onboarding, process payments accurately, approve payment instructions, and educate clients on company procedures and policies.
- You'll manage a portfolio of Wholesale and Responsible Entity clients, oversee debtor and accrual processes, support invoice collections and GAV reporting, and deliver a high standard of client service.

What We Offer

- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing & Engagement: Enjoy additional social benefits including a CHESS club, EAP support, and fitness program. Through regular business and team updates, morning teas, and fortnightly huddles, we create clarity on priorities and expectations, fostering robust engagement, connection, and a positive team culture
- Annual leave: our employees are entitled to 20 days paid leave plus all statutory public holidays
- Work alongside talented teammates across the region, collaborating both in person and remotely in a truly diverse team.
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements

📌 Manager, Client Relations (Haymarket)
🏢 IQ-EQ
📍 Haymarket