Client Onboarding & Service Manager

Lawson Delaney; City of Melbourne; On-site; AUD 120,000 - 150,000; Full time

Job summary

Frontier Advisors is seeking a Client Onboarding & Service Manager in Melbourne to coordinate onboarding, implementation and ongoing servicing for investment clients. You will act as the conductor across stakeholders, ensuring smooth transitions and timely deliverables while partnering with internal teams and external providers.

The role centers on creating a coordinated onboarding experience and providing continued operational support to maintain client satisfaction across the lifecycle.

Qualifications

• Proven experience coordinating onboarding, implementation or operational service delivery.
• Strong stakeholder management and the ability to influence without direct authority.
• Experience managing multiple priorities, dependencies and timelines.
• Excellent communication skills with strong attention to detail.
• Demonstrated ability to drive accountability and follow through on commitments.
• Confidence engaging with senior internal and external stakeholders.
• Experience coordinating external providers such as custodians, trustees or investment managers.

Responsibilities

• Lead and coordinate onboarding programs for new ICIO clients.
• Develop and maintain onboarding plans, milestones, risk registers and action trackers.
• Coordinate activities across Frontier teams, clients, custodians, trustees, investment managers and other service providers.
• Ensure onboarding deliverables are completed on time and stakeholders remain aligned throughout the process.
• Monitor service levels, operational commitments and provider deliverables.
• Coordinate responses to client operational enquiries and issues.
• Manage information flow, ownership and escalation across multiple workstreams.
• Support seamless transitions from implementation into ongoing servicing.

Skills

Onboarding coordination

Stakeholder management

Project coordination

Communication skills

Attention to detail

Client-service mindset

Multitasking

Job description

Are you the person who brings structure to complexity, keeps stakeholders aligned and ensures nothing falls through the cracks?

Frontier Advisors is seeking a Client Onboarding & Service Manager to coordinate onboarding, implementation and ongoing operational servicing activities for our investment clients. This is an opportunity to play a pivotal role in delivering a seamless client experience while partnering with internal teams, clients and external service providers.

About Frontier

Frontier is Australia's leading independent investment consultant. For more than 30 years, we have been helping institutional investors make better investment decisions through high-quality advice, research and technology solutions. Our purpose is to help our clients advance prosperity for their beneficiaries.

The Opportunity

This role sits at the centre of the onboarding and client servicing process, acting as the "conductor" across multiple stakeholders to ensure transitions are delivered smoothly, commitments are met and operational issues are resolved efficiently.

You'll be responsible for creating a coordinated and professional onboarding experience for new clients while also providing ongoing operational support and continuity once implementation has been completed.

Why Join Frontier?

• Be amazing together with us and work with some of Australia's leading institutional investors and service providers.
• Join a highly respected, independent investment consulting firm with a collaborative culture.
• Be part of a business committed to helping clients advance prosperity for their beneficiaries.

Key Responsibilities

• Lead and coordinate onboarding programs for new ICIO clients.
• Develop and maintain onboarding plans, milestones, risk registers and action trackers.
• Coordinate activities across Frontier teams, clients, custodians, trustees, investment managers and other service providers.
• Ensure onboarding deliverables are completed on time and stakeholders remain aligned throughout the process.
• Monitor service levels, operational commitments and provider deliverables.
• Coordinate responses to client operational enquiries and issues.
• Manage information flow, ownership and escalation across multiple workstreams.
• Support seamless transitions from implementation into ongoing servicing.

About You

You have a strong client-service mindset and are comfortable managing multiple stakeholders, priorities and deadlines simultaneously.

Your experience may come from Investment operations, Trustee services, Fund administration or Wealth Management or Asset Management implementation

Essential Skills & Experience

• Proven experience coordinating onboarding, implementation or operational service delivery activities.
• Strong stakeholder management skills and the ability to influence without direct authority.
• Experience managing multiple priorities, dependencies and timelines.
• Excellent communication skills with strong attention to detail.
• Demonstrated ability to drive accountability and follow through on commitments.
• Confidence engaging with senior internal and external stakeholders.
• Experience coordinating external providers such as custodians, trustees or investment managers.

If you're a highly organised professional who enjoys coordinating complex stakeholder environments and delivering outstanding client outcomes, we'd love to hear from you.