Position Purpose

The purpose of this maternity cover contract position is to support the Institutional and Wholesale Distribution business in Australia / New Zealand from a client service perspective.

Key Responsibilities

Client servicing

o Oversight of daily Trust price review and distribution, website update

o Review monthly/quarterly/annual deliverables

o Monthly/quarterly/annual Trust and mandate reporting

o Respond to all client and registry queries (by phone and email)

o Monitoring of all client, external and internal service level agreements (SLAs)

o Preparation of internal reporting

Client account management Support

o Responsibility for the control register of external client, prospect, consultant, and researcher requests

o Provide CRM support for coordination and set up of client meetings with overseas Investment teams.

o Preparation of presentation materials

o Assist in strategic planning.

o Work closely with regional teams.

Unit Registry

o Day to day interaction with SS&C Client Service Team

o Assist with escalation management and trade processing with SS&C and EQT

o Monitor and review unit registry process to ensure client service levels and SLAs are met.

o Support the Product and Compliance function with unit registry information as required.

Client related compliance support

o AML/KYC for mandate clients

AML/KYC for Lux Trust clients, where required.

o Salesforce input (KYC related and Client Case related)

o Service provider (EQT/BP2S) compliance support.

Competencies (Technical / Behavioral)

? Basic working knowledge of investment markets

? Hard working and conscientious

? Excellent attention to detail

? Ability to problem solve and resolve.

? Proactive and ability to work unsupervised.

? Excellent communication skills

? Collaborative and team focused.

? Strong organizational skills with a deadline driven focus.

Specific Qualifications Required

? Undergraduate degree in Finance or Business

? At least three years’ experience at an Asset Manager / Financial Services firm or client facing role. Required.

? Excellent written, verbal and presentation skills and the ability to communicate effectively at all levels.

? Ability to build strong internal and external relationships.

? Ability to work flexible hours and manage time effectively.