Client Service Manager

Join a leading wealth management business and play a key role in supporting the accurate maintenance, transition and offboarding of sophisticated client portfolios.

As a Client Services Operations Specialist, you will work within a high-performing Wealth Management Operations team responsible for client offboarding, Deceased Estate processing, asset transfers, international account requirements and CHESS Sponsorship activities. You will support the ongoing maintenance of client accounts, data integrity and the accurate execution of operational processes.

This is an excellent opportunity for a finance or wealth management professional seeking exposure to complex client portfolios, investment operations and senior stakeholder relationships. Sponsorship is available for suitably qualified candidates.

• Ensuring daily operational processes and service level agreements are completed within required timeframes
• Supporting client offboarding and the processing of Deceased Estate matters
• Managing asset transfers, client migrations and position transfers, including CHESS Sponsorship activities
• Maintaining accurate client account information and supporting high standards of data integrity
• Providing high-quality service to internal and external clients and stakeholders
• Liaising with financial advisers, client service teams, processing centres and other internal departments
• Executing client account and static data updates accurately and within agreed SLAs
• Maintaining strong operational process quality, accuracy and compliance standards
• Supporting the ongoing maintenance and transition of client accounts
• Building effective working relationships with local and overseas stakeholders
• Contributing to administrative projects and operational improvement initiatives as requested by management
• Working collaboratively across multiple operational areas to support business objectives

• Tertiary qualifications in Commerce, Business, Economics, Finance or a related discipline
• Previous experience in wealth management, financial planning or financial services is highly desirable
• RG146 qualification is preferred, or a willingness to study towards obtaining it
• Excellent written and verbal communication skills
• Ability to adapt communication and stakeholder engagement approaches for different audiences
• Strong stakeholder management skills with the ability to work effectively with financial advisers, client service teams and senior management
• Strong attention to detail and commitment to operational accuracy
• Ability to prioritise effectively and perform well in a fast-paced environment
• High resilience and a proactive approach to managing competing priorities
• Strong teamwork and collaboration skills across multiple operational functions
• Previous experience supporting complex client accounts or investment operations will be advantageous

Sponsorship is available for eligible and suitably qualified candidates.