Job Description

We are currently seeking aClient Service Managerto join a leading global financial services firm in their Sydney or Melbourne office on an initial 12-month contract, with the view to extend or transition to permanent. This role sits within The Asia Practice and is focused on supporting high-volume, time-critical client service delivery.

n

Position Summary

n

A key function of the Client Service Manager role is the ability to work collaboratively within a team to manage all administrative aspects of client servicing in a quick-paced environment. Successful candidates will demonstrate strong knowledge of financial advice processes, financial markets, as well as current products and industry trends.

n

This role requires the ability to manage competing priorities effectively, maintain a high level of attention to detail, and perform well under pressure. Responsibilities include handling time-sensitive tasks with accuracy and efficiency, while maintaining direct client contact to ensure queries and issues are addressed promptly and professionally.

n

Ideally, candidates will have prior experience in a similar client service role, together with an RG146 qualification. As this role is dedicated to servicing Chinese clients, fluency in both English and Mandarin is essential.

n

Key Responsibilities

n

n
- Managing administrative client queries and supporting onboarding, including account documentation and record creation across relevant platforms.
n
- Maintaining and updating client accounts and records in compliance with AML/CTF, KYC, and other regulatory obligations.
n




- Assisting with high-risk client reviews, IPO/corporate action allocations, and compliance obligations.
n
- Preparing valuations, asset allocations, and investment reports, while facilitating asset and cash transfers domestically and internationally.
n
- Processing and monitoring settlements, managing dividends/distributions, and assisting with trade execution where accredited.
n
- Supporting client events, providing ad hoc translations, and maintaining strong stakeholder relationships.
n
- Contributing to cross-training, process improvements, and efficiency initiatives.
n
- Proactively resolving client and advisor issues with practical solutions and clear timelines.
n
- Ensuring compliance with company policies, procedures, regulatory and legislative requirements.
n
- Applying working knowledge of W8BEN, CRS, Opt-In, FDS, and FOFA consent forms (preferred).
n

n

Key Skills/Knowledge

n

n
- Strong analytical and organisational skills.
n
- Excellent written and verbal communication skills.
n
- Fluency in Mandarin and Cantonese (spoken and written).
n
- High literacy and numeracy ability.
n

n

Desired Qualifications

n

n
- Bachelor's degree in Accounting, Finance, or Banking (or equivalent education/experience).
n
- CPA or CA qualifications (preferred).
n
- Recognised industry studies such as RG146 or Series 7 (required if not already held).
n
- Experience in Accounting, Risk, Audit, or Compliance.
n
- Experience within wealth management, financial planning, or professional services.
n

#J-18808-Ljbffr

📌 Mandarin-Speaking Client Service Manager - Finance (New South Wales)
🏢 Anton Murray Consulting
📍 New South Wales