Client Service Manager
Trade · Sydney NSW (Hybrid), Australia · Full-Time · $80,000/yr
Role: Client Service Manager, Sydney NSW, hybrid. Employer: a long-established wealth management organisation. This is a verified vacancy in a setting where trust and precision matter.
You will sit in a specialist operations team that keeps client relationships accurate and uninterrupted when accounts change. The work spans account transfers, client migrations, offboarding, Deceased Estate administration and CHESS Sponsorship tasks, all handled with care across complex portfolios.
The job is more than processing transactions. Expect exposure to sophisticated investment operations, work across functions and contact with stakeholders in Australia and overseas. Sponsorship opportunities may be available for eligible candidates who meet the relevant employer and migration requirements.
Applicants in Pakistan should prepare an English CV that highlights their financial services background.
Key Responsibilities
- Process client account changes, transfers and transitions accurately
- Help with offboarding clients and administering Deceased Estate matters
- Coordinate transfers of assets and positions, covering CHESS Sponsorship requirements
- Support client migrations and day-to-day account maintenance, including static data and account information updates
- Protect client data accuracy and operational integrity, including when working with processing teams
- Meet daily turnaround times and service standards
- Liaise with advisers, client service professionals, internal teams and senior stakeholders
- Work through account and processing needs with stakeholders locally and overseas
- Spot operational issues and escalate them where needed
- Contribute to process improvements and other operational projects
- Give responsive, professional support to internal and external stakeholders, collaborating across operations for timely, accurate results
Requirements & Eligibility
- A tertiary qualification in Commerce, Business, Economics, Finance or another related field
- Background in financial services, financial planning or wealth management is highly desirable
- RG146 qualification is preferred, or willingness to complete the required study
- Strong communicator who can engage different audiences, with experience building relationships with advisers, client service teams and senior stakeholders
- Excellent attention to detail and commitment to accuracy
- Strong prioritisation and organisational skills
- Works effectively under deadlines in a fast-paced environment, with high resilience when handling competing priorities
- Collaborative, and willing to work across multiple operational teams
- Experience with complex financial products, investment operations or client transfers will be advantageous
- Sponsorship may be available for eligible candidates
Apply: jobs@jobsabroad.pk · WhatsApp