Client Service Manager
Visa sponsorship
Accounting & Finance · Sydney, NSW, Australia · Full-Time · Discussed at interview · Visa: Employer sponsored
Client accounts change hands, move platforms and sometimes belong to the estate of someone who has died. This Client Service Manager job in Sydney is part of the wealth management team that sees those changes through accurately. Typical tasks include transfers, migrations, Deceased Estate administration and client exits, shared with advisers and service staff.
Where candidates are eligible, sponsorship may be available.
Highlight a commerce or finance degree, wealth or financial services time and RG146 if you hold it. Build AI CV can polish a wealth operations profile so your accuracy shows through.
Key Responsibilities
- Move client accounts through changes, transfers and transitions accurately, covering migrations and routine upkeep
- Assist when clients leave, and when estates of deceased clients need Deceased Estate administration
- Organise transfers of assets and positions, CHESS Sponsorship requirements included
- Keep client static data and account details correct, and finish daily work within turnaround times and service standards
- Liaise with advisers, client service colleagues, internal teams, senior stakeholders and staff overseas to settle account and processing questions
- Coordinate with processing teams, raise operational issues with the right people, respond promptly to internal and external stakeholders, and pitch in on process improvement and additional projects
Requirements & Eligibility
- Tertiary qualification in Commerce, Business, Economics, Finance or a related discipline
- A wealth management, financial planning or financial services background is highly desirable
- RG146 qualification is preferred, or willingness to study for it
- Communication that works with different audiences
- Track record of building relationships with advisers, client service teams and senior stakeholders
- Meticulous attention to detail and a commitment to accuracy; organised and good at prioritising
- Resilient in a fast-paced, deadline-driven environment
- Collaborative, and willing to work across several operational teams
- Client transfers, investment operations or complex financial products experience will be advantageous
Apply: Apply by email · WhatsApp
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