Client Service Manager
3 weeks ago
Sydney
Wealth Management
Contract or Temporary
We are seeking a Client Service Manager to join a leading global financial services firm in their Sydney or Melbourne office on an initial 12‑month contract, with the view to extend or transition to permanent. This role sits within The Asia Practice and is focused on supporting high‑volume, time‑critical client service delivery.
Position Summary
A key function of the Client Service Manager role is the ability to work collaboratively within a team to manage all administrative aspects of client servicing in a fast‑paced environment. Successful candidates will demonstrate strong knowledge of financial advice processes, financial markets, as well as current products and industry trends.
This role requires the ability to manage competing priorities effectively, maintain a high level of attention to detail, and perform well under pressure. Responsibilities include handling time‑sensitive tasks with accuracy and efficiency, while maintaining direct client contact to ensure queries and issues are addressed promptly and professionally.
Ideally, candidates will have prior experience in a similar client service role, together with an RG146 qualification. As this role is dedicated to servicing Chinese clients, fluency in both English and Mandarin is essential.
Key Responsibilities
The Client Service Manager will be responsible for:
- Managing administrative client queries and supporting onboarding, including account documentation and record creation across relevant platforms.
- Maintaining and updating client accounts and records in compliance with AML/CTF, KYC, and other regulatory obligations.
- Assisting with high‑risk client reviews, IPO/corporate action allocations, and compliance obligations.
- Preparing valuations, asset allocations, and investment reports, while facilitating asset and cash transfers domestically and internationally.
- Processing and monitoring settlements, managing dividends/distributions, and assisting with trade execution where accredited.
- Supporting client events, providing ad hoc translations, and maintaining strong stakeholder relationships.
- Contributing to cross‑training, process improvements, and efficiency initiatives.
- Proactively resolving client and advisor issues with practical solutions and clear timelines.
- Ensuring compliance with company policies, procedures, regulatory and legislative requirements.
- Applying working knowledge of W8BEN, CRS, Opt‑In, FDS, and FOFA consent forms (preferred).
Key Skills/Knowledge
- Strong analytical and organisational skills.
- Excellent written and verbal communication skills.
- Fluency in Mandarin and Cantonese (spoken and written).
- High literacy and numeracy ability.
- Proficiency in Microsoft Office Suite.
- Solid understanding of financial services processes, markets, and industry practices.
- Resilience, strong prioritisation, and decision‑making ability.
- Goal‑oriented with demonstrated initiative and drive.
Desired Qualifications
- Bachelor’s degree in Accounting, Finance, or Banking (or equivalent education/experience).
- CPA or CA qualifications (preferred).
- Recognised industry studies such as RG146 or Series 7 (required if not already held).
- Experience in Accounting, Risk, Audit, or Compliance.
- Experience within wealth management, financial planning, or professional services.
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