Client Account Services
Atlam Group Sydney
Job description
Client Account Services
6 month Contract$345 p/d super
The Client Account Services (CAS) team supports clients across Australia, New Zealand, and Asia (ex-Japan) in new business activities, fund restructures, and client exits. Working closely with Relationship Managers, Client Service Account Managers, and other internal teams, CAS provides flexible and client-focused service tailored to dynamic monthly schedules.
Custody Account Services Responsibilities The team handles:
Account opening and maintenance within client SLAs.Managing complex client requests, such as fund restructures and transitions.
Project management for new client onboarding, account openings, and market coordination.
Product maintenance, including client-facing technology entitlements.
Oversight of business-driven programs for regulatory, product, and business changes.
Ensuring compliance with regulatory requirements.
Position SummaryThe CAS Associate manages custody account openings and coordinates market documentation for
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