Senior Client Services

Impel Management; Sydney; On-site; AUD 70,000 - 100,000; Full time

Job summary

Impel Management is seeking a Senior Client Services Officer in Sydney CBD to act as the frontline for Advisers on client onboarding and service. The role sits within Middle Office and liaises with an outsourced back-office provider, supporting the Client Services Manager to manage daily volume and SLAs.

The ideal candidate has 1-2 years of experience in stockbroking, wealth management, or financial markets, with strong organizational, analytical, and communication skills.

Qualifications

• 1–2 years of experience in a Client Services, Middle Office or Trading Support role within a stockbroking, wealth management or financial markets environment.
• Excellent organisational, analytical and problem-solving skills.
• Strong attention to detail and commitment to accuracy.
• Ability to work in a team and meet deadlines.
• High-level written and verbal communication skills.

Responsibilities

• Act as the frontline for Advisers across client onboarding and client service.
• Support day-to-day running of the team and manage daily workflow.
• Liaise with a back-office provider and ensure SLA targets are met.
• Quality control of team members' work and compliance with internal controls.

Skills

Client services

Teamwork

Attention to detail

Analytical skills

Communication skills

Job description

Job Specification - Senior Client Services Officer

Our client is one of the most dynamic and innovative places to work in the Australian financial services market. They are currently looking to hire a Senior Client Services Officer who has the ability to meet and exceed the requirements set out below. This is a strong opportunity for a Client Services professional with 1-2 years' experience gained at another stockbroking or wealth management firm to take the next step in their career.

Staff are required to work on-site. Hours - 8:30am to 5:00pm Monday to Friday.

Location - Sydney CBD

The primary responsibility of the Senior Client Services Officer is to act as the frontline for Advisers across all aspects of client onboarding and client service. Client Services also forms part of the firm's Middle Office department, which liaises and works closely with an outsourced back-office provider. Additionally, the Senior Client Services Officer will work closely with the Client Services Manager, facilitating the day-to-day running of the team, overseeing and assisting with managing daily volume to ensure individual and team productivity is well managed and Service Level Agreements are met.

The role consists of:

• Ensure new client applications meet business and legislative identification requirements.
• Creation and ongoing maintenance of static data on client trading accounts.
• Facilitating CHESS sponsorship for new accounts.
• ABN/ACN and TFN updates.
• Change/Correction of Trustees.
• Quality control of team members' work.
• Ensure compliance with internal controls and procedures.
• Adhere to internal and market policies, rules, and regulations.
• Cross train in other roles within the team.
• Flexibility to support various business initiatives including projects and data analysis.
• Manage daily workflow.
• Prioritisation and critical task allocation.
• Daily Checklists - tasks and QA reports completed and signed off.
• Training - management of key person risk.
• Advocate a strong team culture and staff well-being.

Candidate must have:

• 1-2 years' experience in a Client Services, Middle Office, or Trading Support role within a stockbroking, wealth management, or financial markets environment.
• Excellent organisational, analytical, and problem-solving skills.
• Strong attention to detail and commitment to accuracy.
• Ability to work in a team and meet deadlines.
• High-level written and verbal communication skills.