We're partnering with a leading funds management firm to recruit a Client Services Associate / Executive to deliver an exceptional client experience across Private Credit, Real Estate Credit, Direct Real Estate and Hospitality (listed and unlisted).
This is a great opportunity for a client-focused self-starter who enjoys owning the client journey, working closely with advisers and internal stakeholders, and playing a key role in unit registry and fund operations.
The Opportunity
You'll be responsible for the end-to-end client experience for advisers, retail, HNW and institutional clients, while managing the relationship with the external unit registry and supporting fund activity.
Key Responsibilities
Client Management
• End-to-end client onboarding (adviser network & direct investors)
• Responding to client and adviser enquiries via phone and email
• Liaising with investment teams on product and investment queries
• Owning client communications and collateral
• Partnering with CRM, Distribution and Registry teams to maintain accurate client data
• Driving continuous improvement initiatives to enhance the client experience
• Managing client complaints and ensuring SLAs are met
Unit Registry Management
• Day-to-day relationship management of the external unit registry
• Overseeing applications, distributions, redemptions, switches and reporting
• Ensuring operating standards, accuracy and deadlines are consistently met
Fundraising & Fund Support
• Supporting monthly fund intakes
• Managing significant fund raises to tight timeframes
• Supporting corporate actions (AGMs, EGMs, fund wind-ups)
• Ensuring accuracy of real-time reporting (Tableau) to support fundraising activity
Operations & Projects
• Documenting and maintaining internal procedures
• Project managing operational and system changes with the registry and internal teams
About You
Experience working with retail clients and advisers (essential)
Experience in Client Services within Funds Management or Financial Services
Unit registry experience highly desirable
Strong written and verbal communication skills
Confident, proactive and client-focused
Strong organisational and project management skills
Experience with Microsoft Office and Salesforce highly regarded
Knowledge of listed and/or unlisted funds desirable
This Role Would Suit Someone Who
• Has a strong client delivery mindset
• Enjoys stakeholder engagement and relationship management
• Is detail-oriented but commercially minded
• Thrives in a fast-paced environment
• Is keen to develop further within funds management
Interviewing now — apply via the link or reach out for a confidential discussion to Rosie Keegan *****@keeganadams.com.au