Senior Operations Analyst: Client Data & Process Excellence

LGT Crestone Wealth Management Limited; Melbourne; On-site; AUD 60,000 - 90,000; Full time

Job summary

LGT Wealth Management is seeking a detail‑oriented Client Data Administrator in Melbourne to join our team. You will maintain and update client records in core banking and CRM systems, ensuring accuracy and regulatory compliance while supporting efficient client service.

The role requires experience in customer service or data management in financial services, strong English communication, and solid organisation.

Qualifications

• Educational background: Completed commercial or business-related education; degree or relevant certification preferred.
• Professional experience: Experience in customer service, administration, or client data management, preferably in a financial services environment.
• Track record: Proven attention to detail and reliability in maintaining client records or supporting customer processes.
• Technical skills: Proficient with office applications and relevant business software (eg client data management/CRM systems); strong organisational and time management skills.
• Language skills: Strong communication skills, both written and verbal, in English and the local language.

Responsibilities

• Client Data Management: Maintain and update client information within core banking or internal systems, ensuring accuracy and compliance with relevant standards. Perform data quality checks and take corrective action as needed to address inconsistencies.
• Customer Enquiries: Respond to internal and external client queries relating to products, services, or account details. Provide timely and accurate information, escalating complex requests as appropriate.
• Documentation Review: Verify and process documentation for client onboarding, changes, or ongoing maintenance. Ensure all documents meet regulatory, policy, and quality requirements and support the wider due diligence process.
• Process Improvement: Support initiatives to optimise data management and customer service processes. Suggest changes and collaborate with other teams to implement improvements that enhance operational efficiency.
• Reporting and Monitoring: Assist in the preparation of regular reports relating to client data, service performance, or compliance. Monitor key indicators and report issues to management for further action.

Skills

Customer service

Client data management

Administration

Time management

Communication skills

English proficiency

Education

Commercial or business-related education

Tools

CRM systems

Office applications

Job description

LGT Wealth Management is seeking a detail‑oriented Client Data Administrator in Melbourne to join our team. You will maintain and update client records in core banking and CRM systems, ensuring accuracy and regulatory compliance while supporting efficient client service.

The role requires experience in customer service or data management in financial services, strong English communication, and solid organisation.