Responsibilities:
Leadership & Team Management
• Provide coaching and direction to Client Service Associates.
• Foster a proactive client service culture and maintain a positive team environment.
• Allocate work evenly and ensure staff are adequately trained.
• Mentor and develop staff by sharing knowledge and best practices, with a strong emphasis on technical expertise and industry-specific insights.
• Manage and guide staff to ensure service requirements are clearly understood and consistently delivered in line with agreed quality standards and service level agreements. Client Management
• Act as primary contact for assigned clients, including HR, finance, and payroll stakeholders for service-related tasks and events.
• Conduct regular account meetings with clients as required.
• Manage client expectations to ensure maximum satisfaction.
• Escalate issues impacting high-value clients immediately. Teamwork
• Collaborate and support fellow Client Service Managers and Associates when required.
• Prepare for and actively participate in scheduled forums focused on team capacity, helping where needed.
• Demonstrate flexibility and a willingness to work additional hours when necessary to support your own team and others, ensuring client and business needs are met. Operational Delivery




• Oversee execution of key events (Dividends, Purchases, Releases, Vestings).
• Ensure compliance with service level agreements and quality assurance requirements.
• Supervise day-to-day tasks and maintain client calendars.
• Work with internal teams (payments, registry, IT, risk, compliance) to resolve issues.
• Log incidents and complaints promptly and ensure timely resolution. Process Improvement & Risk Management
• Identify and implement new processes, procedures, and systems.
• Participate in user acceptance testing for current systems.
• Track and resolve risk and compliance issues.
• Develop training guides and documentation for operational processes.

Requirements:
• Bachelor’s degree in Finance, Business, Commerce, or related field preferred.
• Proven experience managing a team in client service or middle-office roles.
• Knowledge of equity compensation and share plans advantageous.
• Strong leadership and people management skills.
• Excellent communication and stakeholder management.
• Analytical and problem-solving ability.
• High attention to detail and accuracy.
• Ability to work under pressure and meet deadlines.
• This permanent full-time role based in Sydney or Melbourne.

📌 Client Services Manager, Employee Benefits Solutions (Sydney)
🏢 BoardRoom Group
📍 Sydney