Client Services Lead for Financial Advisers (Sydney)

Ambition Recruitment; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Ambition Recruitment is seeking a Client Service Manager to support the Financial Adviser network in Sydney. The role is the operational backbone for adviser-client relations in a high-volume, time-sensitive environment.

You will oversee client onboarding, documentation, and ensure AML/CTF compliance, while collaborating with internal stakeholders to drive efficient processes. Applicants should have a Finance/Business/Economics degree and experience in wealth management or financial planning.

Qualifications

• Finance, Business or Economics degree is required.
• RG146 or Graduate Diploma of Financial Planning is preferred but not essential.
• Previous experience in a similar client service role is desirable.
• Experience within wealth management or financial planning is highly desirable.

Responsibilities

• Onboard clients and prepare/process account documentation.
• Support IPOs, corporate actions, valuations and asset transfers.
• Build relationships with internal stakeholders and teams.
• Adhere to compliance standards and regulatory requirements.

Skills

Attention to detail

Prioritisation under pressure

Collaborative team mindset

Financial markets knowledge

Client onboarding

Education

Finance, Business or Economics degree

RG146 or Graduate Diploma of Financial Planning

Tools

Broking platforms

Job description

Ambition Recruitment is seeking a Client Service Manager to support the Financial Adviser network in Sydney. The role is the operational backbone for adviser-client relations in a high-volume, time-sensitive environment.

You will oversee client onboarding, documentation, and ensure AML/CTF compliance, while collaborating with internal stakeholders to drive efficient processes. Applicants should have a Finance/Business/Economics degree and experience in wealth management or financial planning.