Client Service Manager

3 weeks ago


Sydney, New South Wales, Australia Hays Full time

Get AI-powered advice on this job and more exclusive features.

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

Hays, Director | Financial Crime and Compliance

Your new company

Global financial services market leader in Wealth Management, investment banking, and investment management. The role is within the Wealth Management department which services individuals, families and institutions. Their goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting their standards of integrity and excellence.

Your new role

The Client Service Manager sits within the client service team that supports financial advisers with various operational tasks related to account servicing, financial planning and investment portfolios. They are an integral member of the financial advice team and responsible for delivering an excellent client experience.


• Maintaining a high performance culture and supporting client requests queries in a fast paced environment


• Support two/three Financial Advisers in a small team environment


• Client onboarding and client lifecycle management as well as client offboarding


• Preparation of account documentation in systems in line with current AML/CTF and KYC regulations


• Arrange and assist in migration of client asset transfers


• IPO and corporate action entitlements and preparation of client valuations and client reporting


• Process and monitor stock settlements, including follow up with clients regarding outstanding funds.

What you'll need to succeed


• Tertiary qualifications in a relevant discipline e.g. Commerce, Law, Finance or similar


• RG146 – if not held already a requirement to study towards


• Experience within wealth management or financial planning highly desirable


• Understanding of legislation such ASX, AML, KYC, FATCA and CRS


• Experience in Client Service in wealth management not mandatory but highly regarded


• Display a high level of resilience and strong ability to prioritise tasks

What you'll get in return

Newly created role on offer as an excellent opportunity for an initial 12 month contract at a global bank with potential for extensions working with high calibre professionals in a supportive team culture.

What you need to do now

Please apply now or email your CV to philip.lewis@hays.com.au to be shortlisted. Please ensure you have at least 1 year of work entitlements in Australia.

Seniority level
  • Seniority levelAssociate
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance

Referrals increase your chances of interviewing at Hays by 2x

Get notified about new Client Services Manager jobs in Sydney, New South Wales, Australia.

Sydney, New South Wales, Australia 3 hours ago

Sydney, New South Wales, Australia 19 hours ago

Seven Hills, New South Wales, Australia 9 hours ago

Sydney, New South Wales, Australia 9 hours ago

Sydney, New South Wales, Australia 2 days ago

Sydney, New South Wales, Australia 2 weeks ago

Millers Point, New South Wales, Australia 2 days ago

Guest Relations Manager - Global Governance and Reporting

Sydney, New South Wales, Australia 4 days ago

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 3 weeks ago

Coordinator Contact Centre and Customer Experience

Bankstown, New South Wales, Australia 4 days ago

Sydney, New South Wales, Australia 1 month ago

Sydney, New South Wales, Australia A$90,000.00-A$120,000.00 3 weeks ago

Sydney, New South Wales, Australia 16 hours ago

Kogarah, New South Wales, Australia 2 weeks ago

Miranda, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 6 days ago

Client Relationship Manager- Lifesciences and HealthcareCoordinator Customer Experience Operations

Hurstville, New South Wales, Australia 4 days ago

Custody Operations - Client Service - Vice President

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 1 day ago

Customer Service Manager - Coles Supermarkets - Parramatta

Parramatta, New South Wales, Australia 3 hours ago

Sydney, New South Wales, Australia $101,000.00-$127,000.00 3 days ago

Millers Point, New South Wales, Australia 2 weeks ago

Parramatta, New South Wales, Australia 1 day ago

Senior Manager - Platform Agreements - CONTRACT

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

  • Sydney, New South Wales, Australia HSBC Part time

    Some career choices have more impact than others.At HSBC we exist with the purpose of Opening up a World of Opportunity.We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity.We bring together the people, ideas and capital that nurture progress and growth,...


  • Sydney, New South Wales, Australia Hays Full time

    Get AI-powered advice on this job and more exclusive features.This range is provided by Hays. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Hays, Director | Financial Crime and ComplianceYour new companyGlobal financial services market leader in Wealth Management, investment banking, and investment...


  • Sydney, New South Wales, Australia Sodali & Co Full time

    We're seeking a talented freelancer to support our team on a short-term basis.Who are we?Sodali & Co is a leading provider of strategic advice and shareholder services to corporate clients around the world. Our firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including mergers and...


  • Sydney, New South Wales, Australia Sodali & Co Full time

    We're seeking a talented freelancer to support our team on a short-term basis.Who are we?Sodali & Co is a leading provider of strategic advice and shareholder services to corporate clients around the world. Our firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including mergers and...


  • Sydney, New South Wales, Australia Perpetual Limited Full time

    This is a Client Service Manager - Jacaranda role with Perpetual Limited based in Sydney, NSW, AU -- Perpetual Limited --Role Seniority - mid levelMore about the Client Service Manager - Jacaranda role at Perpetual Limited6 Month Max-Term roleHybrid Work Arrangement – 2-3 days in the officeAn opportunity to be part of a high performing teamPerpetual Group...


  • Sydney, New South Wales, Australia Buscojobs Full time

    Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert : CREATE ALERTSelect how often (in days) to receive an alert :Join Certis Security Australia as a Client Services Manager – NSWAbout Us :At Certis Australia, we deliver innovative and integrated security solutions to create safer environments. With expertise in security...


  • Sydney, New South Wales, Australia beBee Careers Full time

    Job Title: Client Services ManagerOverview:This is a client-facing role where you will represent the company and work in a team environment to deliver exceptional customer service.You will be responsible for handling various tasks, including answering calls, managing meeting room bookings, and assisting with billing and booking system...


  • Sydney, New South Wales, Australia GOW Recruitment Full time

    Direct message the job poster from GOW RecruitmentWe're on the hunt for a confident, detail-oriented Client Service Manager who will be the go-to person for clients—helping them with everything from onboarding and account maintenance to investment support and day-to-day queries.What You'll Be Doing:Be the first point of contact for clients and provide an...


  • Sydney, New South Wales, Australia GOW Recruitment Full time

    Direct message the job poster from GOW RecruitmentWe're on the hunt for a confident, detail-oriented Client Service Manager who will be the go-to person for clients—helping them with everything from onboarding and account maintenance to investment support and day-to-day queries.What You'll Be Doing:Be the first point of contact for clients and provide an...


  • Sydney, New South Wales, Australia Lotus People Full time

    Join to apply for the Client Services Manager role at Lotus People4 days ago Be among the first 25 applicantsJoin to apply for the Client Services Manager role at Lotus PeopleLotus people are thrilled to be working with a boutique wealth advisory firm that has offices across Sydney, Brisbane, and Singapore. They're known for offering sophisticated investors...