This newly created role sits within the firm's fastest-growing business area, supporting the Financial Adviser (FA) network in Sydney.

The Client Service Manager (CSM) is the operational backbone behind the adviser-client relationship - dealing confidently with FAs and their clients in a high-volume, time-critical environment. Success in this role requires solid knowledge of the financial advice process, financial markets, and product/industry trends, paired with high attention to detail, strong prioritisation under pressure, and a team-oriented team mindset. CSMs frequently support the broader office and CSM population beyond their own adviser portfolio.

KEY RESPONSIBILITIES

Client Onboarding & Documentation
Facilitate client onboarding, including preparation and processing of account documentation
Create and maintain client records within internal systems
Maintain client records in compliance with AML/CTF and KYC regulations

Corporate Actions & Trading
Manage IPO and corporate action allocations
Process and monitor stock settlements and outstanding funds
Assist with domestic and international asset transfers
Prepare client valuations, asset allocations and reporting as required




Proactively notify clients and FAs of any issues, recommending a solution and timeframe
Prioritise competing adviser requests in a rapid-paced setting

Stakeholder & Process Management
Establish and maintain relationships with internal stakeholders and departments
Participate in department cross-training as required
Contribute to process development initiatives to improve efficiency

Compliance & Governance
Comply with the Code of Conduct and ethical standards
Adhere to company policies, procedures, and regulatory/legislative requirements
Working knowledge of US/UK tax forms (W8BEN, CRS) - preferable
Working knowledge of FOFA-related forms (Opt In, FDS, Client Consent) - preferable

QUALIFICATIONS & EXPERIENCE
Finance, Business or Economics degree required
RG146 or Graduate Diploma of Financial Planning - preferred, not essential
Previous experience in a similar client service role preferred
Experience within wealth management or financial planning highly desirable

Systems (preferable, not essential):
Domestic and international broking platforms
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📌 Csm Sydney
🏢 Ambition Recruitment
📍 Sydney