Senior Client Services Manager

4 weeks ago


Melbourne, Victoria, Australia Anton Murray Consulting Full time
About the Role

Anton Murray Consulting is currently seeking a highly skilled Senior Client Services Manager to join our client, a leading global wealth management firm in Melbourne or Sydney.

This 12-month contract role will be a fantastic opportunity for a motivated individual with native Mandarin language skills to contribute to the success of our client's business.

Key Responsibilities
  • Facilitate all administrative client queries, ensuring timely and accurate responses.
  • Client on-boarding, including preparation of account documentation and creation of client records in their systems.
  • Maintain client accounts and records, adhering to current AML/CTF, KYC Regulations.
  • Manage IPO and corporate action allocation, as well as prepare client valuations, asset allocations, and reporting as required.
  • Assist with client asset transfers, including cash, domestically and internationally, and process and monitor stock settlements.
  • Prioritise competing adviser requests in a fast-paced environment, ensuring seamless service delivery.
  • Support logistics and planning for The Asia Practice's client events, and provide ad-hoc translation for marketing purposes.
Requirements
  • A minimum of [insert estimated salary] per annum, depending on experience.
  • Strong attention to detail, literacy, and numeracy skills, with excellent Microsoft Office Suite proficiency.
  • Proven management experience, with a fundamental knowledge of financial advice processes, markets, and industry trends.
  • Fluent written and spoken Mandarin language skills are essential.
  • Ability to work under pressure, with high resilience and strong prioritisation skills.
Bonus Information
  • The successful candidate will have the opportunity to work with a highly competitive team in a dynamic environment.
  • This role offers a unique chance to develop your skills and expertise in wealth management, with opportunities for professional growth and development.


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