Client Service Manager
Visa sponsorship
Accounting & Finance · Sydney, NSW, Australia · Full-Time · Discussed at interview · Visa: Employer sponsored
A wealth management company in Sydney needs a Client Service Manager. The job is full-time. You will work in a careful operations team. The team protects client accounts when they move, change or close.
Your work includes account transfers, client migrations, offboarding and Deceased Estate administration. The ad says sponsorship (help with a work visa) may be available for eligible candidates.
Your English CV should show your finance study, your RG146 if you have it and any work with client accounts. You can draft a client service operations CV with Build AI CV with clear steps.
Key Responsibilities
- Manage accurate processing of client account changes, transfers and transitions
- Support client offboarding and Deceased Estate administration
- Coordinate asset and position transfers, including CHESS Sponsorship requirements
- Help with client migration and regular account maintenance
- Keep client data correct and update static data and account information carefully
- Finish daily work on time and to service standards
- Work with internal teams, advisers, client service staff and senior stakeholders
- Work with local and overseas stakeholders to solve account and processing needs
- Keep quality and accuracy high when you work with processing teams, and report operational problems to the right people
- Help with process improvement and extra projects
- Give professional, quick support to people inside and outside the company
Requirements & Eligibility
- University-level qualification in Commerce, Business, Economics, Finance or a related subject
- Experience in wealth management, financial planning or financial services is highly desirable
- RG146 qualification is preferred, or you are ready to study for it
- Strong communication skills for many kinds of people
- Experience building relationships with advisers, client service teams and senior stakeholders
- Excellent attention to detail and a strong focus on accuracy
- Strong organisation and priority skills
- You work well in a fast place with deadlines, and you are resilient with competing priorities
- You work together well and are happy to work across many operational teams
- Experience with client transfers, investment operations or complex financial products will be advantageous
Apply: jobs@jobsabroad.vn · WhatsApp
Visa guide: Australia 482 Visa: Simple Guide