Client Service Manager
Visa sponsorship
Accounting & Finance · Sydney, NSW, Australia · Full-Time · Discussed at interview · Visa: Employer sponsored
Accurate account changes help maintain continuity for wealth management clients. Based in Sydney, this full-time Client Service Manager role covers the operational detail behind transfers, client migrations, offboarding and Deceased Estate administration.
You will coordinate with advisers, processing teams and colleagues overseas, keeping account information current and resolving issues within service standards. The position also contributes to improvements in how operational work is delivered. Sponsorship may be available for eligible candidates.
For your English CV, bring together your tertiary qualification, financial services background and examples of careful account administration. State your RG146 qualification or study position accurately, and show your wealth operations skills through Build AI CV.
Key Responsibilities
- Administer client account changes, transitions and transfers accurately, supporting migrations and routine account maintenance.
- Handle operational tasks associated with offboarding and Deceased Estate administration.
- Arrange asset and position movements and address CHESS Sponsorship requirements.
- Update static data and account details accurately, completing work within agreed turnaround times and service standards.
- Resolve processing and account matters with advisers, client service staff, senior stakeholders, internal teams and overseas colleagues.
- Coordinate processing teams, escalate operational concerns and respond professionally to internal and external stakeholders.
- Identify ways to improve processes.
- Assist with additional operational projects.
Requirements & Eligibility
- Hold a tertiary qualification in Commerce, Business, Economics, Finance or a related discipline.
- A background in wealth management, financial planning or financial services is highly desirable; an RG146 qualification is preferred, or willingness to study for it.
- Strong communication adapted to different audiences, alongside experience developing relationships with advisers, client service teams and senior stakeholders.
- Excellent attention to detail and dedication to accurate work.
- Strong organisation and prioritisation, with resilience and the ability to perform in a fast-paced environment governed by deadlines.
- A collaborative working style and readiness to work across multiple operational teams.
- Experience of client transfers, investment operations or complex financial products will be advantageous.
Apply: Apply by email · WhatsApp
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