Senior Client Service Manager

  • DATE ADVERTISED: 12/05/2020
  • SALARY: Salary: $70,000-$90,000 p/a
  • WORK TYPE: Permanent
  • LOCATION: Sydney CBD
  • Highly respected wealth manager | Boutique Sized Firm
  • Senior Client service management role
  • Competitive Salary

This prestigious wealth management firm is seeking an experienced client relationship manager from a similar wealth management firm.


In this role you will work with Advisers managing UHNW investment portfolios. You will be a strong internal support working closely alongside the advisers as part of a team to support client portfolios.

Experience/skills required:
  • Degree qualified (Accounting/finance/economics)
  • Ideally 5+years experience in wealth/portfolio management (either client service and/or administration)
  • Wrap/investment platform experience (highly desirable) with a strong understanding of financial products
  • Outstanding communication both written and verbal
  • Strong Excel skills
  • Knowledge across a broad range of financial products
  • Highly organised
  • High degree of confidentiality
This role would appeal to someone with a mixture of financial operations/client service experience from a larger firm where tasks are more segregated who is looking to develop in a more varied role and boutique, intellectually stimulating environment.

Working in a high achieving office, this role will see you interacting closely with award-winning advisers, providing strong portfolio administration, client data management and administration support. Your tasks will be varied, ever changing, challenging and complex, giving you lots of autonomy and accountability.

If this is the role you're looking for, I'm interested in interviewing immediately so please call Rosie Keegan on 02 9216 6728 or send your cover letter and resume via the 'APPLY' link on this website.