Operations & Client Services Associate

About the role

You'll sit at the centre of the business, helping onboard clients, run day-to-day operations, support advisers and improve the systems we use as we scale. This isn't a role where you spend your first year watching from the sidelines. You'll be given real responsibility early, work directly with the people running the business and quickly learn how a growing financial services firm operates.

Key responsibilities
Manage client onboarding including applications, KYC/AML, platform setup and funding
Liaise with investment platforms, custodians, brokers and banks
Process transfers, investment instructions and settlements accurately
Maintain operational trackers, reconciliations and reporting
Help document, improve and automate internal processes
Assist clients with administrative and account queries
Prepare qualified client correspondence and follow-ups
Work closely with advisers to make sure client actions are completed accurately and on time
Help manage HubSpot, including client records, pipelines and lead routing




Assist with email campaigns and occasional marketing activity

About you
Recent graduate, final-year student or up to around two years of professional experience
Strong attention to detail and pride in getting things right
Excellent written and verbal communication
Ability to manage several priorities without things falling through the cracks
Confidence speaking with clients and external providers
Genuine interest in investing, financial markets and business
Strong technology skills and ability to learn new systems quickly
Australian working rights
A commerce, finance, economics, business, marketing or related background is helpful but not essential
Experience with HubSpot, Excel, Canva or investment platforms is helpful but not required

About us Bayside Asset Management is a quick-growing boutique wealth and asset management firm in Sydney. We work with high-net-worth individuals, SMSFs, retirees and business owners, and have grown from 2 employees to more than 20 in around two years.

📌 Operations & Client Services Associate Sydney
🏢 Montgomery Asset Management
📍 Sydney