Institutional Client Service Manager

Job Description

Direct message the job poster from Platinum Pacific Partners Partner – Finance & Operations at Platinum Pacific Partners ABOUT THE OPPORTUNITY Platinum Pacific Partners is partnering with a highly regarded Australian fund manager that invests in global listed real estate, infrastructure, and real assets to hire a Client Service Manager focused on institutional client relationships. The firm manages a select range of institutional strategies, and its investment team has a stellar track record, emphasizing a global sector approach. They have a strong ESG focus, particularly on climate change risk, offering a real point of difference to their institutional client base. With a commitment to innovation and excellence, they are expanding their client service team to support their continued growth. This role is ideal for a candidate with existing institutional client service experience who is passionate about investor relations, rather than seeking a sales or distribution role. ABOUT THE ROLE This Sydney CBD-based role will see you working closely with institutional clients, internal stakeholders, and service providers to ensure best-in-class client service. Your focus will be on managing client queries, overseeing investor reporting, improving service processes, and maintaining strong relationships. Key Responsibilities: Client Relationship Management: Act as a key point of contact for institutional clients, proactively managing queries and ensuring high service standards. Investor Reporting: Prepare and review client and fund reports, ensuring accuracy and timeliness. Client Onboarding & Due Diligence: Support onboarding, liaising with administrators and internal teams to meet compliance requirements. Process Improvement: Identify and implement efficiencies in client servicing and reporting processes. Collaboration: Work closely with investment, operations, and compliance teams to deliver seamless client service. ABOUT YOU You thrive in a client-focused role and enjoy delivering high-quality service. Your background includes: Tertiary qualification in finance, business, or a related discipline. 4+ years’ experience in financial services, with at least 2 years in institutional client service or relationship management. Strong understanding of fund management, investment markets, and institutional client needs. Experience preparing and reviewing client reporting, investment commentary, and due diligence requests. Excellent problem-solving and analytical skills, with the ability to manage complex queries. Strong communication and interpersonal skills to engage with clients and stakeholders. Proficiency in Excel, PowerPoint, CRM systems (e.g., Salesforce), and investor reporting tools. Full working rights for Australia, without restrictions, are essential. Why Join? Work with a highly respected investment firm with a strong reputation in institutional markets. Engage in a pure client service role—no sales or distribution, just a focus on delivering excellence. Be part of a collaborative and high-performing team. Opportunity to influence and enhance client service processes. Next Steps To explore this opportunity in confidence, please follow the links below and submit your resume to Liam Bourke at Seniority Level Associate Employment Type Full-time Job Function Finance, Product Management, and Distribution Industries Investment Management and Financial Services #J-18808-Ljbffr