Sr Manager, Client Account Services
Core
Senior point of contact for institutional and intermediary clients in Australia and New Zealand, ensuring end-to-end service delivery, operational governance, and client outcomes across the client lifecycle.
Role type
Senior Manager, Client Account Services
Builds
High-quality client service and operational governance for institutional and intermediary clients in Australia and New Zealand
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
Client servicing, Asset management operations, Cross-functional stakeholder management, Risk management, Operational governance, Client onboarding and change management, Service KPI monitoring, Regulatory compliance (KYC/AML)
Preferred skills
Deep knowledge of Australian and New Zealand institutional and intermediary client segments, Experience with superannuation clients, distributors, platforms, and family offices
Technologies
None stated
Responsibilities
Own end-to-end client outcomes for a portfolio of institutional and intermediary clients, Coordinate and resolve enquiries from institutional clients and Australian unit trust investors, Lead service-related client meetings including governance forums and escalation discussions, Provide oversight of operational governance and regulatory compliance, Lead client service aspects of onboarding and mandate transitions, Provide guidance and subject matter expertise to colleagues
Seniority
Senior, hands-on IC with leadership expectations