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PX Resources
Client Services Associate | Funds & Trustee ServicesPX Resources • Sydney, NSW, AU
Client Services Associate | Funds & Trustee Services

Client Services Associate | Funds & Trustee Services

PX Resources • Sydney, NSW, AU
2 days ago
Job description

Job Description

I'm partnering with a fast-growing specialist funds and trustee services business looking to appoint a Client Services Associate in Sydney.

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This is a great opportunity for someone with around 18 months to 3 years' experience in funds management, trustee services, fund operations or custody who is smart, curious and keen to build a broader career.

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You'll work closely with an experienced Relationship Manager, supporting a portfolio of wholesale fund clients and getting exposure well beyond traditional operational processing.

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The role

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  • Support a portfolio of fund, trustee and custody clients
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  • Become a key contact for day-to-day client queries and activity
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  • Review transaction and fund documentation and understand the associated obligations
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  • Coordinate transactions, payments, onboarding and ongoing client requirements
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  • Work closely with Operations, Risk, Compliance, Legal and Finance
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  • Help solve client issues and identify better ways of doing things
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  • Maintain client records and ensure ongoing obligations are completed
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  • Build the technical and commercial knowledge to take on greater client responsibility over time
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About you

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  • Around 18 months–3 years' experience in funds industry
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  • Exposure to funds, trustee services, custody, fund administration or fund operations
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  • Strong communication skills and confidence dealing with different stakeholders
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  • Good analytical and problem-solving ability
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  • An interest in understanding how funds, transactions and client structures actually work
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  • The confidence to ask questions, use judgement and take ownership
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  • A genuine interest in developing into a more client-facing role
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This is a great opportunity to build broader experience across clients, funds and transactions while working closely with experienced people. You'll get meaningful responsibility early, strong learning opportunities and a genuine pathway into Relationship Management over time.

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Client Services Associate | Funds & Trustee Services • Sydney, NSW, AU

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