Job Specification - Senior Client Services Officer

Our client is one of the most agile and innovative places to work in the Australian financial services market. They are currently looking to hire a Senior Client Services Officer who has the ability to meet and exceed the requirements set out below. This is a strong opportunity for a Client Services professional with 1-2 years' experience gained at another stockbroking or wealth management firm to take the next step in their career.

Staff are required to work on-site. Hours - 8:30am to 5:00pm Monday to Friday.

Location - Sydney CBD

The primary responsibility of the Senior Client Services Officer is to act as the frontline for Advisers across all aspects of client onboarding and client service. Client Services also forms part of the firm's Middle Office department, which liaises and works closely with an outsourced back-office provider. Additionally, the Senior Client Services Officer will work closely with the Client Services Manager, facilitating the day-to-day running of the team, overseeing and assisting with managing daily volume to ensure individual and team productivity is well managed and Service Level Agreements are met.

The role consists of:

- Ensure new client applications meet business and legislative identification requirements.




- Creation and ongoing maintenance of static data on client trading accounts.
- Facilitating CHESS sponsorship for new accounts.
- ABN/ACN and TFN updates.
- Change/Correction of Trustees.
- Quality control of team members' work.
- Ensure compliance with internal controls and procedures.
- Adhere to internal and market policies, rules, and regulations.
- Cross train in other roles within the team.
- Flexibility to support various business initiatives including projects and data analysis.
- Manage daily workflow.
- Prioritisation and critical task allocation.
- Daily Checklists - tasks and QA reports completed and signed off.
- Training - management of key person risk.
- Advocate a strong team culture and staff well-being.

Candidate must have:

- 1-2 years' experience in a Client Services, Middle Office, or Trading Support role within a stockbroking, wealth management, or financial markets environment.
- Excellent organisational, analytical, and problem-solving skills.
- Strong attention to detail and commitment to accuracy.
- Ability to work in a team and meet deadlines.
- High-level written and verbal communication skills.

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📌 Senior Client Services (Sydney)
🏢 Impel Management
📍 Sydney