Client Service Manager

3 days ago

Sydney, New South Wales, Australia Hays | Banking Full time $60,000 - $120,000 per year

Client Services role at a global financial services market leader in Wealth Management

Your new company

Global financial services market leader in Wealth Management and investment banking. The role is within the Wealth Management department, which services individuals, families and institutions.

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 in wealth management, investment operations or financial planning is desirable.
- Experience in Client Service in wealth management is not mandatory but highly regarded
- Strong communication skills
- Display a high level of resilience and strong ability to prioritise tasks

What you'll get in return

Excellent opportunity for an initial 12 month contract at a global bank with the potential for extensions working with high calibre professionals in a support team culture.

What you need to do now

Please apply now or email your CV to to be shortlisted. Please ensure you have at least 1 year of work entitlements in Australia.

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