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