Client Service Manager

4 days ago


Sydney, New South Wales, Australia Oceanic Consulting Group Full time $90,000 - $120,000 per year

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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