Client Service Manager

BuildRight Construction AU; Sydney; Hybrid; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Full visa sponsorship

Job summary

BuildRight Construction AU is seeking a skilled Client Services Operations Specialist in New South Wales, Australia. The role supports sophisticated client portfolios across wealth management operations, including account maintenance, offboarding, and asset transfers.

The successful candidate will work with advisers and internal teams to ensure data accuracy, service standards, and compliant processes. Eligible candidates may access employer sponsorship where applicable.

Qualifications

• Strong written and verbal communications skills.
• RG146 qualification is preferred or willing to obtain it.
• Tertiary qualification in Commerce, Business, Economics, Finance or related discipline.
• Experience in wealth management, financial planning or financial services is highly desirable.

Responsibilities

• Support ongoing maintenance and accurate administration of client accounts.
• Manage client offboarding processes and related account transitions.
• Assist with Deceased Estate administration and account processing.
• Coordinate asset, position and client transfers.
• Support CHESS Sponsorship and related client migration activities.
• Maintain accurate client records and high standards of data integrity.
• Complete daily operational tasks within service levels and deadlines.
• Collaborate with processing teams to maintain operational quality and accuracy.
• Liaise with advisers, client service teams and senior stakeholders.
• Support local and international stakeholders with account maintenance requirements.
• Execute client information and static data updates accurately.
• Provide professional and responsive service to internal and external clients.
• Assist with administration projects and operational improvement initiatives.

Skills

Communication skills

Stakeholder engagement

Attention to detail

Multitasking

Verbal communication

Education

Commerce / Business / Economics or Finance degree

Tools

CRM systems

Job description

WearecurrentlyseekingaskilledClientServicesOperationsSpecialistforaverifiedemploymentopportunitywithaleadingwealthmanagementorganisationinNewSouthWales,Australia.Thisroleoffersthechancetosupportsophisticatedclientportfolioswhileworkingacrosskeyareasofwealthmanagementoperations.

Thesuccessfulcandidatewillbeinvolvedinclientaccountmaintenance,offboarding,DeceasedEstateprocessing,assetandpositiontransfers,clientmigrationsandCHESSSponsorshipactivities.Youwillworkcloselywithinternalteams,advisersandotherstakeholderstoensureclientinformation,operationalprocessesandservicestandardsaremaintainedaccurately.

Asaverifiedopportunity,thispositionhasbeenassessedthroughouremployerandrecruitmentprocess,givingsuitablecandidatesgreaterconfidenceintherole,employerrequirementsandavailablemigrationpathway.Employersponsorshipisavailableforeligiblecandidateswhomeettherequiredcriteria.

The Opportunity

WearecurrentlyseekingaskilledClientServicesOperationsSpecialistforaverifiedemploymentopportunitywithaleadingwealthmanagementorganisationinNewSouthWales,Australia.Thisroleoffersthechancetosupportsophisticatedclientportfolioswhileworkingacrosskeyareasofwealthmanagementoperations.

Thesuccessfulcandidatewillbeinvolvedinclientaccountmaintenance,offboarding,DeceasedEstateprocessing,assetandpositiontransfers,clientmigrationsandCHESSSponsorshipactivities.Youwillworkcloselywithinternalteams,advisersandotherstakeholderstoensureclientinformation,operationalprocessesandservicestandardsaremaintainedaccurately.

Asaverifiedopportunity,thispositionhasbeenassessedthroughouremployerandrecruitmentprocess,givingsuitablecandidatesgreaterconfidenceintherole,employerrequirementsandavailablemigrationpathway.Employersponsorshipisavailableforeligiblecandidateswhomeettherequiredcriteria.

Key Responsibilities

• Supportingtheongoingmaintenanceandaccurateadministrationofclientaccounts
• Managingclientoffboardingprocessesandrelatedaccounttransitions
• AssistingwithDeceasedEstateadministrationandaccountprocessing
• Coordinatingasset,positionandclienttransfers
• SupportingCHESSSponsorshipandrelatedclientmigrationactivities
• Maintainingaccurateclientrecordsandhighstandardsofdataintegrity
• Completingdailyoperationaltaskswithinrequiredservicelevelsanddeadlines
• Workingwithinternalprocessingteamstomaintainoperationalqualityandaccuracy
• Liaisingwithfinancialadvisers,clientserviceteamsandseniorstakeholders
• Supportinglocalandinternationalstakeholderswithaccountmaintenancerequirements
• Executingclientinformationandstaticdataupdatesaccurately
• Providingprofessionalandresponsiveservicetointernalandexternalclients
• Assistingwithadministrationprojectsandoperationalimprovementinitiatives
• Collaboratingacrossdifferentoperationalteamstoresolveissuesanddeliverefficientoutcomes

Requirements & Eligibility

• TertiaryqualificationinCommerce,Business,Economics,Financeorarelateddiscipline
• Previousexperienceinwealthmanagement,financialplanningorfinancialservicesishighlydesirable
• RG146qualificationispreferredorawillingnesstoworktowardsobtainingit
• Strongwrittenandverbalcommunicationskills
• Abilitytocommunicateeffectivelywithdifferentstakeholdergroups
• Confidenceengagingwithadvisers,clientserviceteamsandseniormanagement
• Excellentattentiontodetailandcommitmenttodataaccuracy
• Abilitytomanagecompetingprioritiesinafast-pacedenvironment
• Strongresilience,organisationandproblem-solvingabilities
• Abilitytoworkeffectivelyaspartofacollaborativeoperationsteam
• Experiencewithcomplexclientaccounts,investmentproductsorwealthmanagementoperationswillbehighlyregarded

Special Instructions

EligibilityforemployersponsorshiporAustralianworkauthorisation,whereapplicable.

• Supportingtheongoingmaintenanceandaccurateadministrationofclientaccounts
• Managingclientoffboardingprocessesandrelatedaccounttransitions
• AssistingwithDeceasedEstateadministrationandaccountprocessing
• Coordinatingasset,positionandclienttransfers
• SupportingCHESSSponsorshipandrelatedclientmigrationactivities
• Maintainingaccurateclientrecordsandhighstandardsofdataintegrity
• Completingdailyoperationaltaskswithinrequiredservicelevelsanddeadlines
• Workingwithinternalprocessingteamstomaintainoperationalqualityandaccuracy
• Liaisingwithfinancialadvisers,clientserviceteamsandseniorstakeholders
• Supportinglocalandinternationalstakeholderswithaccountmaintenancerequirements
• Executingclientinformationandstaticdataupdatesaccurately
• Providingprofessionalandresponsiveservicetointernalandexternalclients
• Assistingwithadministrationprojectsandoperationalimprovementinitiatives
• Collaboratingacrossdifferentoperationalteamstoresolveissuesanddeliverefficientoutcomes

• TertiaryqualificationinCommerce,Business,Economics,Financeorarelateddiscipline
• Previousexperienceinwealthmanagement,financialplanningorfinancialservicesishighlydesirable
• RG146qualificationispreferredorawillingnesstoworktowardsobtainingit
• Strongwrittenandverbalcommunicationskills
• Abilitytocommunicateeffectivelywithdifferentstakeholdergroups
• Confidenceengagingwithadvisers,clientserviceteamsandseniormanagement
• Excellentattentiontodetailandcommitmenttodataaccuracy
• Abilitytomanagecompetingprioritiesinafast-pacedenvironment
• Strongresilience,organisationandproblem-solvingabilities
• Abilitytoworkeffectivelyaspartofacollaborativeoperationsteam
• Experiencewithcomplexclientaccounts,investmentproductsorwealthmanagementoperationswillbehighlyregarded

EligibilityforemployersponsorshiporAustralianworkauthorisation,whereapplicable.

Full visa sponsorship available under Australia Subclass 482 / 186 Employer Nomination.