
Client Service Manager
4 days ago
Our client is a highly respected firm offering wealth management, institutional dealing, corporate advisory, and research services to a premium client base. Known for attracting top talent across research, advisory, trading, and corporate finance, the business continues to grow and evolve in a competitive market.
We are seeking an experienced Client Service Manager to lead the team responsible for client onboarding, account maintenance, and day-to-day support for the advice division. This role is critical to ensuring seamless client service delivery and strong operational controls.
What You'll Bring:
• 5+ years of team leadership experience within financial services.
• Solid understanding of Australian stockbroking operations.
• Strong working knowledge of AML/CTF, KYC, and risk control frameworks.
• Exceptional communication skills – both verbal and written.
• A strategic mindset with hands-on operational capability.
• Collaborative and people-oriented approach – able to build rapport and influence across the business.
We're looking for a dynamic leader who is passionate about financial markets, has strong attention to detail, and thrives in a fast-paced, client-focused environment. You'll be both a people developer and a key business partner, driving continuous improvement and team engagement.
If this sounds like you, APPLY NOW to take the next step in your leadership career.
Additional information
- Lead a high-performing client service team in prestigious financial institution.
- Utilise your leadership and financial services expertise to make a real impact.
- Be part of a collaborative, market-leading environment with a national footprint
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