Senior Client Data & Operations Analyst

LGT Wealth Management Limited; City of Melbourne; On-site; AUD 110,000 - 170,000; Full time

Job summary

LGT Wealth Management Limited is seeking an experienced professional to manage client data and service requests in a financial services environment. You will maintain client information, respond to inquiries, and review onboarding documents to ensure regulatory compliance.

The role supports continuous improvements and reporting on data quality and service performance. Ideal candidates have a background in commercial or business studies and solid experience with CRM systems and office software.

Qualifications

• Educational background: Completed commercial or business-related education; degree or relevant certification preferred.
• Professional experience in customer service, administration, or client data management, preferably in financial services.
• Track record: attention to detail and reliability in maintaining client records or supporting processes.
• Technical skills: proficient with CRM systems and common business software; strong organisational skills.

Responsibilities

• Client Data Management: Maintain and update client information in core systems, ensuring accuracy and compliance.
• Customer Enquiries: Respond to client queries; provide timely, accurate information and escalate complex requests.
• Documentation Review: Verify onboarding and maintenance documents meet regulatory and quality standards.
• Process Improvement: Support initiatives to optimise data management and client service processes.
• Reporting and Monitoring: Assist in preparing reports on client data, service performance, and compliance.

Skills

Client data management

Customer service

Attention to detail

English communication

Education

Commercial or business-related education

Tools

CRM systems

Office applications

Job description

LGT Wealth Management Limited is seeking an experienced professional to manage client data and service requests in a financial services environment. You will maintain client information, respond to inquiries, and review onboarding documents to ensure regulatory compliance.

The role supports continuous improvements and reporting on data quality and service performance. Ideal candidates have a background in commercial or business studies and solid experience with CRM systems and office software.