Client Service Manager
Visa sponsorship
Accounting & Finance · Sydney, NSW, Australia · Full-Time · Discussed at interview · Visa: Employer sponsored
When wealth-management accounts change, accurate operational support matters. This Sydney Client Service Manager position handles account transitions, client migrations, Deceased Estate administration and offboarding within a financial services operations team.
You will coordinate transfers and maintain client data, working with advisers, service colleagues, processing teams and overseas contacts to resolve account requirements. The role needs care with detailed information, resilience around deadlines and effective stakeholder relationships. Sponsorship may be available for eligible candidates.
Show your finance-related degree, account operations experience and RG146 status or study intentions in an English CV. Organise your Sydney wealth operations application using Build AI CV.
Key Responsibilities
- Process account changes, transfers, migrations and ongoing maintenance accurately
- Assist offboarding and Deceased Estate administration
- Coordinate position and asset transfers including CHESS Sponsorship requirements
- Maintain accurate client and static data and account details within service timeframes
- Resolve account and processing requirements with advisers, client-service teams, senior stakeholders and overseas colleagues
- Coordinate processing teams, escalate issues and respond to internal and external stakeholders
- Assist operational projects
- Contribute improvements to processing practices
Requirements & Eligibility
- A tertiary qualification in Commerce, Business, Economics, Finance or a related discipline
- Wealth management, financial planning or financial services experience is highly desirable
- An RG146 qualification is preferred, or willingness to study for it
- Strong communication suited to different audiences
- Experience developing relationships with advisers, client service staff and senior stakeholders
- Excellent accuracy and attention to detail
- Strong organisation and prioritisation
- Resilience and effective work in a deadline-driven, busy environment
- A collaborative approach across operational teams; experience with client transfers, investment operations or complex financial products will be advantageous
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