At a Glance
- Tasks: Support financial advisers by managing client onboarding, documentation, and reporting.
- Company: Ambition Group, a dynamic financial advisory firm in Sydney.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Exciting opportunity for growth in a high-volume environment.
- Why this job: Join a fast-paced team and make a real difference in client experiences.
- Qualifications: Knowledge of financial advice processes and strong attention to detail.
The predicted salary is between 63000 - 77000 $ per year.
Ambition Group in Sydney is seeking a Client Service Manager to support the Financial Adviser network in a fast-paced, high-volume environment. This newly created role requires solid knowledge of the financial advice process, markets and product trends, with sharp attention to detail and the ability to prioritise under pressure.
You will lead onboarding, documentation, reporting and client servicing, manage corporate actions and settlements, and collaborate with internal stakeholders to drive.
Client Experience Manager, Financial Advisory Ops in Sydney employer: Ambition Group
Join a fast-growing business where you can truly own your role as a Senior Financial Accountant. With a dynamic and young team culture, you'll enjoy hybrid working arrangements and have the opportunity to shape the finance function from the ground up. The company prioritises health and wellbeing, offering private healthcare and incentives, while also providing real ownership over your work and direct exposure to leadership, making it an excellent place for professional growth and meaningful contributions.
