SydneyWealth ManagementContract or TemporaryOur client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager in Sydney on an initial 12-month contract. A key function of the role is the ability to deal confidently with Private Client Advisers and their HNW/ UHNW clients in a high volume, time critical environment. To be successful in this role you will need to demonstrate knowledge of the financial advice process, financial markets and product and industry trends. You will need to have a high attention to detail and should be able to prioritise work accordingly and work well under pressure. Ideally candidates for this role will have experience in a similar Client Service/ Dealers Assistant/ Advisers Assistant role and ideally have their RG146 qualification.Key responsibilities include:Facilitation of all administrative client queriesClient on-boarding, including preparation of account documentation, creation of client record in their systems.Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC RegulationsIPO and corporate action allocation managementPreparation of client valuations, asset allocations and reporting as requiredAssist in client asset transfers, including cash, both domestically and internationallyProcess and monitor stock settlements, including follow up with clients regarding outstanding funds.Prioritise competing adviser requests in a fast-paced environmentAssist with logistics and planning for The Asia Practice's client events Provide ad hoc translation for marketing purposesEstablish and maintain relationships with other internal stakeholders and departmentsParticipate in department cross-training as requiredParticipate in process development initiatives to increase efficienciesProactively notify client/s and FA/s of any issues recommending a solution and timeframeComply with the ethical standards contained within the Company Code of Conduct.Adhere to Company policies and procedures, regulatory and legislative requirements.Understand US and UK tax forms like W8 BEN and CRS (preferable)Understand Opt In, FDS and Client Consent (ie FOFA) forms (preferable)Qualifications:Desirable tertiary qualification in Finance, Business or Economics.RG146 – if not held already a requirement to study towardsExperience within wealth management, stockbroking or financial planning Understanding of Broking Platforms (Domestic and International) Understanding of Portfolio management platforms (e.g.
Praemium) will be added advantage. Client Service Manager experience not mandatory but highly regardeKey Skills/Knowledge:High attention to detailStrong literacy and numeracy abilityGood knowledge of Microsoft Office SuiteStrong organisational skillsManagement experience A fundamental knowledge of financial advice process, markets, and industryExcellent communication skills both verbal and writtenDisplay a high level of resilience and strong ability to prioritise tasksGoal-oriented with demonstrated drive and initiativeThis role will be hired on an initial 12 Month contract and will be paid on a highly, competitive rate depending on experience.