Client Service Manager
Visa sponsorship
Accounting & Finance · Sydney, NSW, Australia · Full-Time · Discussed at interview · Visa: Employer sponsored
Wealth management is all about care and accuracy, and this Client Service Manager role in Sydney sits in the operations team that protects both when client accounts change. You would handle account transfers, client migrations, Deceased Estate administration and offboarding, working alongside advisers and service teams.
The ad says sponsorship may be available for eligible candidates.
Your CV should show your commerce or finance degree, any wealth or financial services experience and your RG146 status if you have it, and polish a wealth operations client service CV on Build AI CV to put the detail work upfront.
Key Responsibilities
- Process client account changes, transfers and transitions accurately, including client migrations and ongoing account maintenance
- Support client offboarding and Deceased Estate administration
- Coordinate asset and position transfers, including CHESS Sponsorship requirements
- Keep client data accurate, update static data and account details, and meet turnaround times and service standards
- Work with internal teams, advisers, client service staff, senior stakeholders and overseas colleagues to settle account and processing needs
- Coordinate with processing teams, escalate operational issues and give responsive support to internal and external stakeholders
- Contribute to process improvement and extra operational projects
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 willingness to study for it
- Strong communication skills that work with different audiences
- Experience building relationships with advisers, client service teams and senior stakeholders
- Excellent attention to detail and commitment to accuracy
- Strong organisation and prioritisation skills
- Able to work effectively in a fast-paced, deadline-driven environment with high resilience
- A collaborative approach and willingness to work across multiple operational teams
- Experience with client transfers, investment operations or complex financial products will be advantageous
Apply: jobs@jobsabroad.my · WhatsApp
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