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Client Service Manager

Accredited Employer · Sydney NSW (Hybrid) · Full-time

Salary: Discussed at interview

Job description

Finding the right overseas career opportunity is not only about the role itself — it is also about knowing who you are dealing with and having confidence that the opportunity is genuine. This position is presented as a verified career pathway, connecting qualified professionals with a recognised organisation and a clearly defined recruitment process. We are seeking a detail-oriented financial services professional to join a specialist operations function supporting the full lifecycle of sophisticated client accounts. You will play an important role in maintaining account integrity during key client events, including asset transfers, account migrations, offboarding, Deceased Estate processing and CHESS Sponsorship. You will work behind the scenes to help ensure complex client transitions are handled accurately, efficiently and professionally. This position provides exposure to investment operations, high-value client portfolios and collaboration with a diverse network of advisers, client service professionals and operational stakeholders.

Key responsibilities

  • Supporting the administration and maintenance of sophisticated client accounts
  • Managing account lifecycle activities, including offboarding and client transitions
  • Assisting with the administration of Deceased Estate accounts
  • Coordinating asset transfers, position movements and client migrations
  • Supporting CHESS Sponsorship activities and related transfer requirements
  • Ensuring client records and static account information are maintained accurately
  • Completing operational activities within required service standards and deadlines
  • Working with internal teams to maintain high levels of processing accuracy and quality
  • Liaising with financial advisers and client service teams regarding account requirements
  • Supporting effective communication with senior management and other key stakeholders
  • Working with both Australian and overseas stakeholders where required
  • Monitoring account-related activities and escalating operational issues appropriately
  • Contributing to operational improvement projects and additional administrative initiatives
  • Providing responsive and professional support across the broader wealth management function
  • Collaborating with multiple business areas to achieve accurate and timely client outcomes

Requirements

  • Relevant tertiary qualification in Finance, Commerce, Economics, Business or a similar discipline
  • Experience in wealth management, financial planning, investment operations or financial services is highly desirable
  • RG146 qualification is preferred or willingness to complete the required studies
  • Excellent written and verbal communication skills
  • Ability to adapt communication style when working with different stakeholder groups
  • Strong stakeholder engagement skills and confidence working with advisers, client service professionals and management
  • Excellent attention to detail and commitment to maintaining data accuracy
  • Strong organisational skills and ability to manage competing priorities
  • Ability to perform effectively in a fast-paced and deadline-driven environment
  • High levels of resilience, accountability and professional judgement
  • Strong teamwork skills and willingness to collaborate across operational areas
  • Previous experience with client account transitions, investment products or complex financial portfolios will be advantageous
  • Eligibility for employer sponsorship may be available to suitably qualified candidates

Visa sponsorship: Accredited Employer Sponsorship provided.

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