The podcast that dives deep into the defining moments of influential business leaders across technology, accounting and finance.

Career insights with Ambition podcast

The podcast that dives deep into the defining moments of influential business leaders across technology, accounting and finance.

Career insights with Ambition podcast

The podcast that dives deep into the defining moments of influential business leaders across technology, accounting and finance.

Job details Posted 07 August 2026 SalaryNegotiable LocationSydney CBD Job type Discipline Reference558996_1786094557

Consultant

Consultant - Talent & Research

Client Services Manager/Consultant (12-Month Contract)

ROLE PURPOSE

This newly created role sits within the firm's fastest-growing business area, supporting the Financial Adviser (FA) network in Sydney.

The Client Service Manager (CSM) is the operational backbone behind the adviser-client relationship - dealing confidently with FAs and their clients in a high-volume, time-critical environment. Success in this role requires solid knowledge of the financial advice process, financial markets, and product/industry trends, paired with high attention to detail, robust prioritisation under pressure, and a collaborative team mindset. CSMs frequently support the broader office and CSM population beyond their own adviser portfolio.

KEY RESPONSIBILITIES

Client Onboarding & Documentation

- Facilitate client onboarding, including preparation and processing of account documentation
- Create and maintain client records within internal systems
- Maintain client records in compliance with AML/CTF and KYC regulations

Corporate Actions & Trading
- Manage IPO and corporate action allocations
- Process and monitor stock settlements and outstanding funds
- Assist with domestic and international asset transfers

Reporting & Client Servicing
- Prepare client valuations,



asset allocations and reporting as required
- Proactively notify clients and FAs of any issues, recommending a solution and timeframe
- Prioritise competing adviser requests in a fast-paced environment

Stakeholder & Process Management
- Establish and maintain relationships with internal stakeholders and departments
- Participate in department cross-training as required
- Contribute to process development initiatives to improve efficiency

Compliance & Governance
- Comply with the Code of Conduct and ethical standards
- Adhere to company policies, procedures, and regulatory/legislative requirements
- Working knowledge of US/UK tax forms (W8BEN, CRS) - preferable
- Working knowledge of FOFA-related forms (Opt In, FDS, Client Consent) - preferable

SKILLS & COMPETENCIES

Technical:

- High attention to detail
- Strong literacy and numeracy
- Proficient in Microsoft Office Suite
- Strong organisational skills
- Working knowledge of the financial advice process, markets and industry trends

Interpersonal:

- Excellent verbal and written communication
- High resilience and strong prioritisation under pressure
- Goal-oriented, with demonstrated drive and initiative
- Client-centric mindset with a proactive approach to problem-solving

QUALIFICATIONS & EXPERIENCE

- Finance, Business or Economics degree required
- RG146 or Graduate Diploma of Financial Planning - preferred, not essential
- Previous experience in a similar client service role preferred
- Experience within wealth management or financial planning highly desirable

Systems (preferable, not essential):
- Domestic and international broking platforms
- Portfolio management platforms - Praemium, Macquarie, NetWealth or similar
- Corporate action dashboard/system

KEY RELATIONSHIPS

Internal: Branch Management, Financial Advisers, fellow Client Service Managers, Operations Staff, Account Maintenance Teams, Business Compliance, Business Risk

External: Clients, Share Registries, Accountants, Funds, Platform Providers

📌 Client Services Manager/Consultant (12-Month Contract) (Sydney)
🏢 Ambition
📍 Sydney