Client Service Manager

Trade · Sydney NSW (Hybrid), Australia · Full-Time · $80,000/yr

For finance and business professionals aiming to grow a long-term career in wealth management, this verified Client Service Manager position offers a strong platform in Sydney.

You will sit within a specialist operations team whose job is to keep client relationships accurate and continuous through significant account events: transfers, client migrations, Deceased Estate administration, offboarding and CHESS Sponsorship. The work centres on managing complex portfolios with precision.

The role builds skills well beyond transaction processing, including sophisticated investment operations, cross-functional collaboration and stakeholder relationships spanning Australia and international locations. Sponsorship opportunities may be available for eligible candidates who satisfy the relevant employer and migration requirements. Commerce graduates from India and other countries may find this a valuable next step.

Key Responsibilities

Uphold high standards of client data accuracy and operational integrity, including when coordinating work with processing teams
Manage accurate processing of account changes, transfers and transitions, along with static data and account information updates
Coordinate asset and position transfers (including CHESS Sponsorship requirements) and assist with client migrations and ongoing account maintenance
Support offboarding and Deceased Estate administration for clients
Deliver daily activities within required turnaround times and service standards
Build working relationships with internal teams, advisers, client service professionals, senior stakeholders and overseas contacts to resolve account and processing requirements
Provide professional, responsive support to internal and external stakeholders and collaborate across operational functions for timely, accurate outcomes
Identify operational issues and escalate them appropriately
Contribute to process improvement initiatives and additional operational projects

Requirements & Eligibility

Relationship-building experience with advisers, client service teams and senior stakeholders
A tertiary qualification in a field such as Commerce, Business, Economics, Finance or a related discipline
Wealth management, financial planning or financial services experience is highly desirable
RG146 qualification preferred, or a willingness to complete the required study
Exposure to client transfers, investment operations or complex financial products will be advantageous
A strong communicator who can engage effectively with a range of audiences
Excellent eye for detail with a strong commitment to accuracy
Strong organisational and prioritisation capability
Capacity to work effectively to deadlines in a fast-paced environment
High resilience and a collaborative approach to managing competing priorities across multiple operational teams
Sponsorship may be available to eligible candidates

Apply: jobs@migratejobs.in · WhatsApp