At a Glance
- Tasks: Manage client queries and assist with account maintenance in a fast-paced environment.
- Company: Leading global wealth management firm based in Melbourne.
- Benefits: Competitive pay, professional development, and a dynamic work environment.
- Other info: Great opportunity for career growth and skill development.
- Why this job: Join a top firm and make a real impact in wealth management.
- Qualifications: Experience in client service and knowledge of financial markets preferred.
The predicted salary is between 82800 - 101200 $ per year.
Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager in
Melbourne on an initial
12-month contract .
A key function of the role is the ability to deal confidently with Private Client Advisersandtheir HNW/ UHNW clients inahighvolume, timecriticalenvironment.
Tobesuccessfulinthisrole you will need to demonstrate knowledge of the financial advice process, financial markets and product andindustry trends.
Youwillneedtohaveahigh attention to detail and should be able to prioritise work accordingly and work well under pressure.
Ideally candidates for this role will have previous experience in a similar Client Service/ Dealers Assistant/ Advisers Assistant role and ideally have their RG146 qualification.
Plus also strong Excel skills and prior experience working on projects.
Key responsibilities include
- Facilitation of all administrative client queries
- Client on-boarding, including preparation of account documentation, creation of client record in their systems.
- Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations
- IPO and corporate action allocation management
- Preparation of client valuations, asset allocations and reporting as required
- Assist in client asset transfers, including cash, both domestically and internationally
- Process and monitor stock settlements, including follow up with clients regarding outstanding funds.
- Prioritise competing adviser requests in a fast-paced environment
- Assist with logistics and planning for The Asia Practice’s client events
- Provide ad hoc translation for marketing purposes
- Establish and maintain relationships with other internal stakeholders and departments
- Participate in department cross-training as required
- Participate in process development initiatives to increase efficiencies
- Proactively notify client/s and FA/s of any issues recommending a solution and timeframe
- Comply with the ethical standards contained within the Company Code of Conduct.
- Adhere to Company policies and procedures, regulatory and legislative requirements.
- Understand US and UK tax forms like W8BEN and CRS (preferable)
- Understand Opt In, FDS and Client Consent (ie FOFA) forms (preferable)
- Melbourne
- Wealth Management
- Contract or Temporary
Qualifications
- Desirable tertiary qualification in Finance, Business or Economics.
- RG146 – if not held already a requirement to study towards
- Experience within wealth management, stockbroking or financial planning
- Understanding of Broking Platforms (Domestic and International)
- Understanding of Portfolio management platforms (e. g. Praemium) will be added advantage.
- Client Service Manager experience not mandatory but highly regarded
Key Skills/Knowledge
- High attention to detail
- Strong literacy and numeracy ability
- Good knowledge of Microsoft Office Suite
- Strong organisational skills
- Management experience
- A fundamental knowledge of financial advice process, markets, and industry
- Excellent communication skills both verbal and written
- Display a high level of resilience and strong ability to prioritise tasks
- Goal-oriented with demonstrated drive and initiative
This role will be hired on an initial 12 Month contract and will be paid on a highly, competitive rate dependingon experience.
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Wealth Management - Client Service Manager in Melbourne employer: Anton Murray Consulting
Join a leading global wealth management firm in Melbourne, where you will thrive in a dynamic work culture that values collaboration and innovation. As a Client Reporting Associate, you'll benefit from competitive remuneration, opportunities for professional growth, and the chance to make a meaningful impact on high-net-worth clients' financial journeys. With a strong focus on employee development and a commitment to excellence, this role offers a rewarding experience in a supportive environment.
