- Lead the Client Services Division for Australia within a global asset management firm.
- Ensure high-quality service delivery and operational governance for institutional and intermediary clients.
- Manage complex client relationships and collaborate with cross-functional teams to meet client needs.
Sydney
Asset Management
Permanent
Our client is a leading global Asset Manager seeking Senior Manager to lead their Client Services Division for Australia.
This senior role serves as a key point of contact for clients, Relationship Managers, and internal stakeholders, with end-to-end accountability for service delivery, operational governance, and client outcomes. The successful candidate will leverage asset management operations expertise and strong market knowledge to deliver a differentiated, high-quality service to our clients. This is an excellent opportunity for a seasoned client service professional to take on a senior, visible role within the Global Client Services division
Based in Sydney and part of the regional Global Services team, this senior role is responsible for delivering high-quality client service to institutional and intermediary clients across Australia and New Zealand, with end-to-end accountability for service delivery, operational governance and client outcomes throughout the client lifecycle.
Drawing on deep asset management operations expertise and strong local market knowledge, the role acts as a senior point of contact for clients, Relationship Managers and internal stakeholders, partnering across Implementation, Portfolio Management, Trading, Investment Operations, Product, Legal, Compliance and external service providers to anticipate client needs, proactively manage risk and lead the resolution of complex client and operational matters.
Responsibilities
Client Outcomes & Service Ownership
- Own end-to-end client outcomes for a portfolio of institutional and intermediary clients across Australia and New Zealand, ensuring consistent, high-quality service aligned with contractual obligations and client expectations.
- As a senior service owner, proactively anticipating client needs, identifying service risks or gaps, and driving timely resolution of complex or sensitive issues across the client lifecycle.
Client Service and Operational Excellence
- Oversee and coordinate ongoing client servicing activities, including:
o Coordinate and resolve enquiries from institutional clients and Australian unit trust investors, working with relevant internal teams and service providers.
o Client reporting and data delivery
o Agreement amendments (IMAs and distribution agreements)
o Cash flow and trading-related queries
o Periodic KYC / AML reviews
Operational Governance & Risk Management
- Provide oversight of operational governance, ensuring servicing activities comply with internal controls, regulatory requirements and applicable risk frameworks.
- Take ownership of issue management and remediation, including error investigation, root-cause analysis, and corrective actions, in close partnership with Operations, Compliance, Legal, and Investment teams.
Client Onboarding & Change Management
- Lead the client service aspects of onboarding, mandate transitions, restructurings and significant change events, in close partnership with the Implementation team and cross-functional stakeholders.
Leadership Expectations
- Provide guidance and subject matter expertise to colleagues, promote consistent servicing practices, and contribute to capability development across the regional team
Personal Attributes / Skills / Qualifications
- Minimum 10 years of experience in client servicing, operations, or account management within the asset management industry.
- Strong understanding of Australian & New Zealand institutional and intermediary client segments, with the ability to articulate how market practices, product structures, and operational considerations impact client solutions.
- Proven track record of managing complex client relationships and cross-functional stakeholders across diverse client types, including superannuation clients, distributors, platforms, and family offices
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Skills
0 of 10 matchedLicenses & certifications
0 of 3 matchedAnton Murray Consulting
