Client Service Manager
Visa sponsorship
Accounting & Finance · Sydney, NSW, Australia · Full-Time · Discussed at interview · Visa: Employer sponsored
If you enjoy getting the details right, this Sydney post may suit you. A wealth management firm needs a Client Service Manager in a specialist operations team. The team looks after clients when their accounts change hands.
Day to day, you would handle transfers, client migrations, offboarding, Deceased Estate files and share registry (CHESS) tasks. You would work with advisers, internal teams and stakeholders in Australia and overseas, and you would keep each client's records accurate and on time.
Sponsorship may be available for eligible candidates who meet the relevant employer and migration requirements.
Your CV should show the financial products you have handled, the transfer or estate work you have done and any RG146 study. Many people from Dhaka banks and Gulf finance houses have this kind of record. Lay out your wealth operations CV with Build AI CV so a Sydney hiring team can see it quickly.
Key Responsibilities
- Process client account changes, transfers and transitions accurately
- Handle client offboarding and Deceased Estate administration
- Coordinate asset and position transfers, including CHESS Sponsorship requirements
- Help with client migrations and day-to-day account upkeep, including static data and account information updates
- Protect the accuracy of client data and the integrity of operations
- Finish daily work within agreed turnaround times and service standards
- Work with advisers, client service staff, senior stakeholders and processing teams, here and overseas, to resolve account issues
- Spot operational problems and escalate them where needed
- Take part in process improvement and extra operational projects
- Give prompt, professional support to internal and external contacts across all operational functions
Requirements & Eligibility
- A tertiary qualification in Commerce, Business, Economics, Finance or a related field
- Experience in wealth management, financial planning or financial services is highly desirable; experience with client transfers, investment operations or complex financial products will be advantageous
- RG146 qualification is preferred, or a willingness to complete the required study
- Strong communication skills and the ability to adjust to different audiences
- A record of building working relationships with advisers, client service teams and senior stakeholders
- Excellent attention to detail and a commitment to accuracy
- Strong organisation and prioritisation skills
- Able to work well in a fast-paced setting with tight deadlines
- Resilient and able to juggle competing priorities
- A collaborative style and willingness to work across several operational teams
Apply: jobs@jobsabroad.bd · WhatsApp
Visa guide: 482 Visa Guide for Bangladeshi Workers