UHNW Wealth Client Service Manager – 12-Month Contract

GOW Recruitment; Melbourne; On-site; AUD 85,000 - 120,000; Full time

Job summary

GOW Recruitment is assisting a tier-one wealth management organisation in Melbourne to fill a Client Service Manager role on an initial 12-month contract with view to permanency.

You will support 4 Senior UHNW advisors, handling administration, onboarding, transitions and client-service duties while contributing to corporate deals, client meetings and operational activities. RG146 Preferred.

Qualifications

• Degree in Finance, Commerce, Accounting or Business essential.
• Exceptional client service focus is required.
• Strong administration skills and attention to detail.
• Excellent communication skills, verbal and written.
• Demonstrated resilience and ability to prioritise tasks.
• Goal-oriented with drive and initiative.
• Proficient in Microsoft Office Suite.
• Knowledge of markets, funds and financial products desirable.
• Strong reporting experience expected.
• Experience in wealth management or financial planning.

Responsibilities

• Mix of administration, onboarding and client service duties.
• Involvement in corporate deals and client meetings.
• Handle transitions and operational functions.
• Provide training and support to advisors.

Skills

Exceptional client service

Strong administration

Excellent communication

Resilience

Task prioritisation

Driven initiative

Microsoft Office

Wealth management knowledge

Reporting experience

Industry experience in wealth mgmt/fin

Education

Degree in Finance/Commerce/Accounting/Business

Tools

Microsoft Office Suite

Job description

GOW Recruitment is assisting a tier-one wealth management organisation in Melbourne to fill a Client Service Manager role on an initial 12-month contract with view to permanency.

You will support 4 Senior UHNW advisors, handling administration, onboarding, transitions and client-service duties while contributing to corporate deals, client meetings and operational activities. RG146 Preferred.