Client Services Manager

4 weeks ago

Sydney, New South Wales, Australia Impel Management Full time

This range is provided by Impel Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

A$120,000.00/yr - A$1,135,000.00/yr

Direct message the job poster from Impel Management

Connecting people across the Banking and Finance sector

We are seeking an experienced and client-focused Client Service Manager to lead our client service team within a high-performing Australian stockbroking firm. This pivotal role involves managing a team of 8–10 client service professionals, ensuring seamless service delivery, driving process improvement, and maintaining the highest levels of client satisfaction in a regulated, fast-paced financial environment.

Key Responsibilities

  • Lead, coach, and manage a team of 8–10 client service representatives.
  • Oversee daily operations related to client onboarding, account maintenance, trade support, and query resolution.
  • Ensure all client interactions comply with relevant regulatory requirements (e.g. ASIC, ASX, AML/CTF).
  • Act as an escalation point for complex client issues, ensuring timely and effective resolution.
  • Work closely with brokers, compliance, operations, and IT to improve service workflows and support systems.
  • Analyse client service metrics and reporting to identify trends and drive improvements.
  • Support training and professional development for team members.
  • Contribute to internal audits and ensure readiness for external reviews or regulatory assessments.
  • Champion a client-first culture while balancing operational risk and compliance standards.

Required Qualifications & Experience

  • 5+ years' experience in financial services, preferably within stockbroking, wealth management, or investment banking.
  • Minimum 2 years in a team leadership or management role.
  • Strong understanding of ASX trading operations, client onboarding (including KYC/AML), and settlement processes.
  • Demonstrated experience in managing service delivery and improving operational efficiencies.
  • Familiarity with relevant Australian regulatory frameworks (ASIC, ASX, AUSTRAC).
  • Excellent communication, interpersonal, and stakeholder management skills.
  • Proven ability to manage team performance, set goals, and support career development.

Interested candidates please hit 'apply' or call Fran on 0410 352 856.

Seniority level
  • Seniority levelMid-Senior level
Employment type
  • Employment typeFull-time
Job function
  • Job functionCustomer Service

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