Job Description

About the Role n

We're seeking a Client Service Manager to support a high-performing Wealth Management team in a fast-paced, client-focused environment. This position plays a key role in delivering exceptional service to Financial Advisers and their clients, ensuring the smooth onboarding, maintenance, and ongoing management of client accounts.

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To succeed, you'll bring strong organisational skills, excellent attention to detail, and the ability to manage competing priorities confidently. You'll be someone who thrives under pressure, enjoys working collaboratively, and has a solid understanding of financial markets and the financial advice process.

Key Responsibilities n

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- Manage end-to-end client onboarding, including preparation of required documentation
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- Maintain accurate client records in line with AML/CTF and KYC requirements
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- Prepare valuations, asset allocations and other client reports as needed
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- Assist with both domestic and international asset transfers
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- Manage IPO and corporate action allocations
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- Monitor stock settlements, outstanding funds and ensure timely follow-up
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- Support advisers by prioritising requests effectively in a busy environment
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- Build strong working relationships with internal teams and external stakeholders
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- Participate in cross-training and process improvement initiatives
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- Proactively identify issues, propose solutions,



and communicate clearly with advisers and clients
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- Adhere to all regulatory, compliance and ethical standards
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- (Preferred) Understanding of W8BEN, CRS, Opt-In, FDS and related advice documents
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- Exceptional attention to detail
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- Solid written and verbal communication
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- High numeracy and literacy standards
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- Proficiency with Microsoft Office
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- Strong organisational and time-management abilities
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- Foundational understanding of financial products, markets and industry processes
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- Resilient, adaptable and proactive with a client-first mindset
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Qualifications & Experience Qualifications: nn
- Degree in Finance, Business, Economics or related field
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- Industry qualifications (e.g. RG146, Graduate Diploma of Financial Planning) highly regarded but not essential
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Experience: nn
- Previous experience in a Client Service role preferred
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- Experience in wealth management, financial planning or related financial services is advantageous
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- Familiarity with broking platforms, portfolio management systems (e.g. Praemium, Macquarie, Netwealth), or corporate action dashboards is beneficial
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Stakeholder Groups You'll Work With nn
- Financial Advisers
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- Client Service and Operations teams
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- Compliance and Risk teams
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- Clients, share registries, accountants, funds and platform providers
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📌 Client Service Manager (New South Wales)
🏢 Ambition Recruitment
📍 New South Wales