Senior Client Services Specialist - Onboarding & Support

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

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.