Senior Client Services Representative

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

Job summary

Impel Management in Sydney CBD is seeking a Senior Client Services Officer with 1–2 years' experience in stockbroking or wealth management to join a dynamic front-line team. You will handle client onboarding, data maintenance, CHESS sponsorships, and daily workflow in a fast-paced middle-office environment, reporting to the Client Services Manager.

The role requires excellent organizational, analytical, and communications skills, with a strong team orientation and commitment to accuracy.

Qualifications

• Strong organisational, analytical and problem-solving abilities.
• Excellent attention to detail and commitment to accuracy.
• High-level written and verbal communication skills.
• Ability to work effectively in a collaborative team.

Responsibilities

• Ensure new client applications meet business and legislative identification requirements.
• Create and maintain static data on client trading accounts.
• Facilitate CHESS sponsorship for new accounts.
• Update ABN/ACN and TFN information.
• Handle changes/corrections of Trustees on accounts.
• Quality control of team members' work and outcomes.
• Ensure compliance with internal controls and procedures.
• Adhere to internal policies, rules and regulations.
• Cross-train in other roles within the team.
• Manage daily workflow and prioritisation of tasks.
• Complete daily checklists and QA reports.
• Support training and manage key person risk.
• Promote a strong team culture and staff well-being.

Skills

Organisational skills

Analytical thinking

Problem solving

Attention to detail

Written communication

Verbal communication

Teamwork

Job description

Job Specification – Senior Client Services Officer

We are Hiring:

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.