Client Service Manager

Trade · Sydney NSW (Hybrid), Australia · Full-Time · $80,000/yr

A genuine, verified vacancy: a well-established wealth management organisation is hiring a Client Service Manager for its specialist operations team in Sydney (hybrid).

What the team does: it protects the accuracy and continuity of client relationships whenever accounts change hands or change shape. That covers account transfers, client migrations, Deceased Estate administration, offboarding and CHESS Sponsorship activity, all handled carefully for complex portfolios.

What you gain: exposure to sophisticated investment operations, cross-functional work and stakeholder contact across Australia and abroad. Sponsorship may be available for eligible candidates who satisfy the employer and migration requirements. Read the requirements carefully and apply only if your background genuinely fits.

Key Responsibilities

Act as a point of contact for internal teams, advisers, client service professionals and senior stakeholders
Work with stakeholders locally and overseas to sort out account and processing issues
Process client account changes, transfers and transitions without errors
Coordinate asset and position transfers, covering CHESS Sponsorship requirements
Support the offboarding of clients and the administration of Deceased Estate files
Help run client migration processes and keep accounts maintained on an ongoing basis
Update client static data and account information accurately
Protect the accuracy of client data and the integrity of operations
Coordinate with processing teams and other operational functions to deliver timely, accurate, quality outcomes
Meet the required turnaround times and service standards in your daily work
Flag operational issues and escalate them where required
Contribute to process improvement and extra operational projects, while giving professional, responsive support to internal and external stakeholders

Requirements & Eligibility

Excellent attention to detail and a firm commitment to accuracy
A tertiary qualification in Commerce, Business, Economics, Finance or another related discipline
RG146 qualification is preferred, otherwise a willingness to undertake the required study
Highly desirable: experience in wealth management, financial planning or financial services
Background in client transfers, investment operations or complex financial products will be advantageous
Strong communication skills and the ability to engage effectively with different audiences
Experience developing relationships with advisers, client service teams and senior stakeholders
Strong organisational and prioritisation skills, plus high resilience when managing competing priorities
Ability to perform well in a fast-paced, deadline-driven environment, with a collaborative willingness to work across multiple operational teams
Eligible candidates may be considered for sponsorship

Apply: [email protected] · WhatsApp