Client Service Manager
Trade · Sydney NSW (Hybrid), Australia · Full-Time · Discussed at interview
Are you a detail-minded finance or client service professional looking for your next step? A well-established wealth management organisation is hiring a Client Service Manager for its specialist operations team in Sydney.
This team keeps client relationships accurate and unbroken whenever accounts go through big changes, from account transfers and client migrations to Deceased Estate administration, offboarding and CHESS Sponsorship work. You will help make sure complex portfolios are handled with care and precision.
It is more than a transactional job. Expect exposure to sophisticated investment operations, teamwork across functions and stakeholders in Australia and overseas. Sponsorship may be available for eligible candidates who meet the employer and migration requirements. If you built your career in the Philippines, the Middle East or elsewhere, have a look at the details below.
Key Responsibilities
- Getting daily tasks done within the required turnaround times and service standards
- Processing client account changes, transfers and transitions accurately, and helping with client migrations and day-to-day account upkeep
- Handling client offboarding and supporting the administration of Deceased Estate matters
- Coordinating the transfer of assets and positions, including anything linked to CHESS Sponsorship
- Keeping client data accurate and operations sound, including updates to static data and account details
- Working alongside processing teams while keeping quality and accuracy high
- Liaising with internal teams, advisers, client service professionals and senior stakeholders, and giving professional, responsive support to people inside and outside the business
- Sorting out account and processing needs with stakeholders in Australia and overseas
- Spotting operational issues and escalating them when needed, and contributing to process improvements and extra operational projects
- Collaborating with other operational functions so outcomes are timely and accurate
Requirements & Eligibility
- A tertiary qualification in Commerce, Business, Economics, Finance or a similar discipline
- A background in wealth management, financial planning or the wider financial services sector is highly desirable
- An RG146 qualification is preferred, or you should be willing to undertake the required study
- Clear communication that works with many different audiences, plus experience building relationships with advisers, client service teams and senior stakeholders
- Excellent attention to detail and accuracy, backed by strong organisation and prioritisation skills
- Comfort working in a fast-paced setting with tight deadlines, and the resilience to juggle competing priorities
- A team-player attitude and readiness to work across multiple operational teams
- Exposure to client transfers, investment operations or complex financial products will be advantageous
- Sponsorship may be available to eligible candidates
Apply: Apply by email · WhatsApp
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