6 days ago Be among the first 25 applicants
* Work with industry leading financial advisers
Global Wealth manager based in Brisbane looking for a high performing Client Services Manager
Your new company
Global financial services market leader in wealth management, investment banking, and investment management. The role is within the Wealth Management department, which services individuals, families and institutions. Their goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting their standards of integrity and excellence.
Your new role
The Client Service Manager sits within the client service team that supports financial advisers with various operational tasks related to account servicing, financial planning and investment portfolios. They are an integral member of the financial advice team and responsible for delivering an excellent client experience.
* Maintaining a high performance culture and supporting client requests and queries in a fast paced environment
* Support two/three Financial Advisers in a small team environment
* Client onboarding and client lifecycle management as well as client offboarding
* Preparation of account documentation in systems in line with current AML/CTF and KYC regulations
* Arrange and assist in the migration of client asset transfers
* IPO and corporate action entitlements and preparation of client valuations and client reporting
* Process and monitor stock settlements, including follow up with clients regarding outstanding funds.
What you'll need to succeed
* Tertiary qualifications in a relevant discipline e.g. Commerce, Law, Finance or similar
* RG146 - if not held already a requirement to study towards
* Experience within wealth management or financial planning highly desirable
* Understanding of legislation such ASX, AML, KYC, FATCA and CRS
* Experience in Client Service in wealth management not mandatory but highly regarded
* Display a high level of resilience and strong ability to prioritise tasks
What you'll get in return
Newly created role on offer in Brisbane. An excellent opportunity for an initial 12 month contract at a global bank with potential for extensions working with high calibre professionals in a supportive team culture.
What you need to do now
Please apply now or email your CV to to be shortlisted. Please ensure you have at least 1 year of work entitlements in Australia.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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