Perpetual Limited5 followers24 jobs

Client Manager, Responsible Entity Services – Perpetual Corporate Trust

Mid levelFull-timeHybridSydney NSW, AustraliaPosted 4 weeks agoVerified 4 weeks ago
Pending fitX of Y criteria met

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

📞

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

🎓

Tertiary qualifications

Degree in law, business, accounting, or similar discipline.

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💼

3+ years in financial services

Demonstrated experience in financial services industry.

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🔄

2+ years in outsourced RE model

Proven experience in an outsourced Responsible Entity model.

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5 criteria for this job
Tertiary qualifications
Degree in law, business, accounting, or similar discipline.

View

3+ years in financial services
Demonstrated experience in financial services industry.

View

2+ years in outsourced RE model
Proven experience in an outsourced Responsible Entity model.

View

Managed funds industry knowledge
Strong understanding of managed funds and operational experience.

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Relationship management skills
Demonstrated ability to build and maintain client relationships.

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