Client Service Manager
Visa sponsorship
Accounting & Finance · Sydney, NSW, Australia · Full-Time · Discussed at interview · Visa: Employer sponsored
Moving money and portfolios between accounts needs a steady pair of hands. This Client Service Manager job sits in a specialist operations team at a well-established wealth management organisation in Sydney, which keeps client records accurate and relationships unbroken while accounts change.
Your work would cover account transfers and transitions, estate administration for deceased clients, offboarding and moving assets and positions, plus keeping static data current inside turnaround times. Advisers, senior stakeholders, service staff and colleagues overseas would all lean on you. If you are eligible and meet the relevant employer and migration requirements, sponsorship opportunities may be available.
Your CV should cover your degree, any financial services background and whether you hold or are studying for RG146. Put together a wealth operations transfers CV with Build AI CV that shows your accuracy.
Key Responsibilities
- Process account changes, transfers and transitions for clients without errors, including migrations and ongoing maintenance
- Look after offboarding and Deceased Estate administration
- Coordinate the movement of assets and positions, including CHESS Sponsorship requirements
- Keep static data and account details correct, hitting turnaround times and service standards
- Partner with advisers, client service staff, processing teams, senior stakeholders and colleagues overseas to sort out account needs, raise operational issues and support people inside and outside the business
- Help improve processes and take on additional operational projects
Requirements & Eligibility
- Tertiary study in Commerce, Business, Economics or Finance, or in a related discipline
- Wealth management, financial planning or wider financial services experience is highly desirable
- An RG146 qualification is preferred, or a willingness to complete it
- Communicates clearly with a range of audiences and has built working relationships with senior stakeholders, advisers and client service teams
- Excellent eye for detail and accuracy
- Well organised and good at prioritising
- Resilient and effective in a busy, deadline-driven environment
- Collaborative and willing to work across several operational teams
- Having handled complex financial products, investment operations or client transfers will be advantageous
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