Client Service Manager

Your new company

Join a globally recognised wealth management business supporting sophisticated individuals, families and institutions. This is an outstanding opportunity to further your career within a high-performing team and gain exposure to complex client portfolios, investment operations and key stakeholder relationships.

Your new role

The Client Service Team within Wealth Management Operations is responsible for supporting client offboarding, Deceased Estate processing and Asset Transfers, including International and CHESS Sponsorship functions for the Australia Wealth Management business. The role will be part of a team who supports both local and overseas stakeholders relating to the ongoing maintenance and offboarding of client accounts and data integrity.

• Ensuring all daily processes and SLAs are met within applicable timeframes.
• Maintaining a culture of high performance and excellent service for both internal and external clients
• Contribute to additional administration projects as requested by management.
• Provide exceptional client service support to internal and external clients alike.
• Liaise with various departments across the wealth management business to execute client static updates accurately within SLAs.
• Liaise with the processing centre and uphold Operations process quality and accuracy.
• Manage client migration and position transfers, including Chess sponsorship.

What you'll need to succeed

• Tertiary qualifications in a relevant discipline e.g. Commerce, Business, Economics, Finance or similar
• Experience within wealth management or financial planning is highly desirable
• RG146 - if not held already a requirement to study towards
• Excellent overall communication abilities including the ability to modify approach to suit various audiences
• Confident stakeholder engagement skills, with experience liaising with financial advisers, client service teams, and senior management
• High resilience and ability to prioritise in a fast-paced environment
• A team player who must be able to collaborate across multiple operational areas

What you'll get in return

An initial 12 month contract to join a world‑class organisation that values integrity, excellence and long term success.
In return, you will enjoy:

• A career-defining opportunity within a globally recognised wealth management brand
• Exposure to sophisticated and ultra-high-net-worth clients and complex investment offerings
• Ongoing professional development and support to obtain industry qualifications
• A collaborative team environment with genuine long-term career opportunities
• Office-based for the first 3 months to support training & development, with 1 day per week work from home available thereafter.

What you need to do now

If you're interested in this opportunity and have at least 12 months' working rights remaining in Australia, click 'Apply Now' or send your updated CV to [email protected]