Client Service Manager
Trade · Sydney NSW (Hybrid), Australia · Full-Time · $80,000/yr
Do you like careful, detailed work with clients and their accounts? A well-established wealth management organisation in Sydney is hiring a Client Service Manager. This is a verified role with a hybrid work setup.
You will sit in a specialist operations team. The team keeps client relationships correct and steady when accounts change, for example through account transfers, client migrations, Deceased Estate administration, offboarding and CHESS Sponsorship tasks. You will help look after complex portfolios with care and precision.
The job is more than processing transactions. You will see sophisticated investment operations, work across teams and deal with stakeholders in Australia and overseas. Sponsorship opportunities may be available for eligible candidates who meet the relevant employer and migration requirements. Applying from Indonesia? Get your degree papers translated into English.
Key Responsibilities
- Process changes, transfers and transitions on client accounts without errors, including updates to static data and account information
- Support the offboarding of clients and the administration of Deceased Estate matters
- Coordinate the transfer of assets and positions, including any CHESS Sponsorship requirements
- Help move clients through migration processes and keep their accounts maintained over time
- Protect the accuracy of client data and the integrity of operations, also when you coordinate work with processing teams
- Complete each day's tasks within the required turnaround times and service standards
- Be the contact point for internal teams, advisers, client service professionals and senior stakeholders, and give professional, quick support to people inside and outside the business
- Work with stakeholders here and overseas to sort out account and processing needs
- Notice operational issues and escalate them when required
- Join process improvement work and extra operational projects, and collaborate across operational functions so results are timely and accurate
Requirements & Eligibility
- A tertiary qualification in Commerce, Business, Economics, Finance or a related discipline
- Experience in wealth management, financial planning or financial services is highly desirable
- An RG146 qualification is preferred, or you are willing to undertake the required study
- Strong communication skills that connect well with different audiences
- A record of building relationships with advisers, client service teams and senior stakeholders
- Excellent attention to detail and real commitment to accuracy, plus strong skills in organising and prioritising
- You work well in a fast-paced, deadline-driven setting, with high resilience and the ability to manage competing priorities
- A collaborative style and willingness to work across multiple operational teams
- Experience with client transfers, investment operations or complex financial products will be advantageous
- Sponsorship may be available for eligible candidates
Apply: jobs@jobsabroad.id · WhatsApp