Manager, Client Relations

About the role

IQ-EQ, a global investor services group serving private markets, is hiring a Manager, Client Relations in Sydney. The role sits within the Fund Services Team, overseeing the daily administration of Fund Services Trusts and assisting with onboarding new clients. It works closely with the Head of Fund Services and Senior Managers to keep trust data current.

Key responsibilities

• Maintain relationships with clients and external service providers through routine check-ins, update sessions and prompt responses to requests
• Guide clients on trust management, procedures, signing processes, powers of attorney, payment instructions and templates
• Liaise with clients, lawyers, accountants, registry providers, the ATO and bank relationship managers to resolve trust matters
• Support onboarding: prepare welcome packs, coordinate ABN/TFN/GST registrations, set up bank accounts, maintain CRM records and notify internal teams
• Review and coordinate legal, fund and trust documentation, keeping client data, records and filings accurate and secure
• Monitor team inboxes, maintain PPSR records, safeguard verification documents and keep trust information compliant
• Manage a portfolio of Wholesale Trust and Responsible Entity clients, oversee debtor and accrual processes, support invoice collections and GAV reporting

Required profile

• Funds operations experience and a strong understanding of trust, fund and investment administration processes
• 2 to 3 years of experience with Wholesale and Retail Responsible Entity clients
• Strong client management skills and proven stakeholder relationship management
• Working toward, or holding, a qualification in Law, Business, Accounting, Economics or a related field; a degree is preferred but not required
• Strong communication, problem-solving and organisational skills, able to handle multiple client and operational responsibilities

What we offer

• Remuneration and pension packages based on market rates, qualifications and experience
• Wellbeing benefits including a CHESS club, EAP support and a fitness program
• 20 days of paid annual leave plus statutory public holidays
• Flexible working arrangements available on a case-by-case basis