Senior Client Services Manager

TL;DR

Senior Client Services Manager (Investment Management): Managing the client services team to oversee the investor lifecycle, including onboarding, reporting, and compliance with an accent on operational efficiency and client satisfaction. Focus on coordinating institutional mandates, optimizing CRM usage in Salesforce, and ensuring regulatory compliance for FATCA/AML.

Location: Melbourne, Victoria (Hybrid: minimum 4 days per week in office)

Company

One of the world’s leading independent global investment firms dedicated to providing a wide range of investment strategies and vehicles to clients worldwide.

What you will do

• Lead the Client Services Team to manage the full investor lifecycle, including onboarding, transitions, reporting, and offboarding.
• Ensure prompt and accurate responses to client requests and efficient distribution of investor reporting.
• Maintain critical compliance logs for FATCA, AML, and DDO.
• Oversee the Senior Client Relations Associate in managing platform relationships, DDQs, and wholesale channel sales activity.
• Champion the use of Salesforce and other technology solutions to enhance function efficiencies and document internal processes.
• Act as the primary liaison between the Client Group and internal teams for new fund launches and regulatory changes.

Requirements

• 5+ years of relevant experience in client services or providing executive-level support.
• Must be based in Melbourne, Victoria to comply with the hybrid workplace model.
• Advanced knowledge of Microsoft Office (Word, PowerPoint, Excel, Outlook).
• Superior written and oral communication skills combined with high emotional intelligence.
• Strong planning, organization, and time management skills with an ability to work under pressure.
• Degree-level education is considered an advantage.

Culture & Benefits

• Hybrid work schedule (one day working outside the office).
• Generous annual leave plus flexible paid time off.
• Comprehensive health and wellbeing benefits.
• Access to learning and development programs.
• Parental leave benefits and employee stock purchase plan.