Wealth Client Experience Lead

Anton Murray Consulting; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

Anton Murray Consulting is seeking a Client Service Manager in Sydney within Wealth Management. The role supports client queries, onboarding, and maintenance of accounts, ensuring AML/CTF and KYC compliance while coordinating with advisers and internal teams to answer questions accurately and promptly.

Ideal candidates have RG146 qualifications or equivalent, a degree in Finance/Business, and several years’ experience in wealth management or financial planning.

Qualifications

• Bachelor’s degree or equivalent education/experience.
• Circa 3+ years plus relevant working experience in financial services, ideally wealth management or financial planning.
• RG146 compliant desirable; tertiary qualification in Finance, Business or Economics is a plus.

Responsibilities

• Facilitate all administrative client queries.
• On-board clients and create client records in internal systems.
• Maintain client accounts and records in AML/CTF, KYC regulations.
• Manage IPO and corporate action allocation.
• Prepare client valuations, asset allocations and reporting.

Skills

Bachelor's degree

Client service

Adviser assistant

RG146 qualification

Education

Bachelor’s degree

RG146 compliant (Desirable)

Tools

Broking Platforms

Praemium

Job description

Anton Murray Consulting is seeking a Client Service Manager in Sydney within Wealth Management. The role supports client queries, onboarding, and maintenance of accounts, ensuring AML/CTF and KYC compliance while coordinating with advisers and internal teams to answer questions accurately and promptly.

Ideal candidates have RG146 qualifications or equivalent, a degree in Finance/Business, and several years’ experience in wealth management or financial planning.