Client Manager, Responsible Entity Services – Perpetual Corporate Trust
About the job
This job is about becoming a Client Manager in the Responsible Entity Services Team at Perpetual Group. The role is crucial for fostering strong client relationships and ensuring high-quality service delivery to Investment Managers. The team thrives in a dynamic environment, valuing collaboration and innovation.
You'll be responsible for
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Managing client relationships
Manage general client relationships and enquiries, acting as a key contact for Investment Managers and service providers.🗓️
Coordinating meetings
Coordinate client operational meetings, service provider meetings and relevant activity across Responsible Entity Services pods.📄
Overseeing documentation
Manage platform agreements, loan documents, application documents and related agreements to support client and fund requirements.Key criteria
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Tertiary qualifications
Degree in law, business, accounting, or similar discipline.View
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3+ years in financial services
Demonstrated experience in financial services industry.View
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2+ years in outsourced RE model
Proven experience in an outsourced Responsible Entity model.View
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