Client Service Consultant

Work in a Client Service role supporting client offboarding, Deceased Estate processing and Asset Transfers

Your new company

Global financial services market leader in Wealth Management and financial markets. The role is within the Wealth Management department, which services individuals, families and institutions.

Your new role

The Client Service Team within Wealth Management Operations is responsible for supporting client offboarding, Deceased Estate processing and Asset Transfers, including International and CHESS Sponsorship functions for the Australia Wealth Management business. The role will be part of a team that supports both local and overseas stakeholders relating to the ongoing maintenance and offboarding of client accounts and data integrity.

  • Ensuring all daily processes and SLAs are met within applicable timeframes.
  • Maintaining a culture of high performance and excellent service for both internal and external clients
  • Contribute to additional administration projects as requested by management.
  • Provide exceptional client service support to internal and external clients alike.
  • Liaise with various departments across the wealth management business to execute client static updates accurately within SLAs.
  • Liaise with processing centre and uphold Operations process quality and accuracy.
  • Manage client migration and position transfers including Chess sponsorship.

What you'll need to succeed

• Tertiary qualifications in a relevant discipline e.g. Commerce, Business, Economics, Finance or similar
• Experience within wealth management or financial planning is highly desirable
• RG146 – if not held already a requirement to study towards
• Excellent overall communication abilities, including the ability to modify approach to suit various audiences
• Confident stakeholder engagement skills, with experience liaising with financial advisers, client service teams, and senior management
• High resilience and ability to prioritise in a fast-paced environment
• Team player, must be able to collaborate across multiple operational areas.

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 such as RG 146

What you need to do now

Please apply now or email your CV to [email protected] 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:
2995929

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: 0282269752

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