Manager, Client Relations
Core
Manage daily administration of Fund Services Trusts, oversee client onboarding, and maintain relationships with Wholesale and Responsible Entity clients.
Role type
Manager, Client Relations (Fund Services)
Builds
Trust administration workflows, client onboarding processes, and fiduciary compliance records.
Domain
Financial Services / Fund Administration / Trust Law
Deliverable
client delivery
Required skills
trust administration, client relationship management, stakeholder liaison, onboarding coordination, compliance monitoring, payment processing
Preferred skills
legal or accounting background, experience with Wholesale/Retail Responsible Entity clients, strong organizational skills
Technologies
CRM systems, banking platforms, legal documentation platforms
Responsibilities
Complete routine client check-ins and attend service provider update sessions; assist clients with trust management procedures and signing processes; liaise with lawyers, accountants, and banks to resolve trust matters; support onboarding including bank account setup and registration; review and coordinate execution of legal and trust documentation; manage trust administration activities and monitor team inboxes.
Seniority
Manager, hands-on IC with team support