Client Service Manager

Client Service Manager at a prestigious global firm supporting Financial Advisers in Sydney

Your new company

Global financial services market leader in wealth management and financial markets which services individuals, families and institutions.

Your new role

Looking for a polished, detail oriented Client Services Manager to bring exceptional client care to the high performing Wealth Management team in Sydney. The Client Service Manager is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.


  • Act as the primary contact for client service needs across onboarding, account maintenance and day to day servicing with Financial Advisers.
  • Ensure client accounts and records meet AML/CTF, KYC and all relevant regulatory standards.
  • Support IPO and corporate action allocations from clients.
  • Facilitation of all administrative client queries.
  • Prepare valuations, asset allocation summaries and bespoke client reporting.
  • Coordinate domestic and international asset and cash transfers.
  • Oversee settlement processes and follow up outstanding items.
  • Prioritise adviser requests with confidence and efficiency.
  • Understand US and UK tax forms such as W8BEN and CRS
  • Build strong internal relationships across business units.
  • Champion process improvements and cross training initiatives.
  • Identify issues early, propose solutions and communicate expectations clearly.

What you'll need to succeed

• Tertiary qualifications in a relevant discipline, e.g. Commerce, Business, Economic, Finance or similar
• 2 + years Wealth Management experience with an understanding of financial advice processes, financial markets, and industry standards.
• RG146 compliance (or willingness to obtain).
• Strong literacy, numeracy and attention to detail.
• Excellent communication skills, both written and verbal.
• High resilience and ability to prioritise in a fast paced environment.
• Familiarity with broking platforms and portfolio management platforms

What you'll get in return

An initial12 month contract to join a world class organisation that values integrity, excellence and long term success. In return, you will enjoy:

• A career defining opportunity within a globally recognised brand with excellent internal opportunity for strong performers
• A supportive, collaborative environment that encourages growth and continuous learning.
• Exposure to sophisticated and ultra-high net worth clients and complex investment offerings
• Professional development, including support to obtain relevant industry certifications.

What you need to do now

Please apply now or email your CV to philip.lewis@hays.com.au to be shortlisted. Please ensure you have at least 1 year of work entitlements in Australia.




LHS 297508

Summary

Job Type
Temporary
Industry
Banking & Financial Services
Location
NSW - Sydney CBD
Specialism
Banking
Ref:
2985111

Talk to a consultant

Talk to Philip Lewis, the specialist consultant managing this position, located in Sydney
Level 14, Chifley Tower, 2 Chifley Square

Telephone: 82269752

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