Client Service Manager
Core
Manage client offboarding, deceased estate processing, asset transfers, and international CHESS sponsorship functions for a wealth management business.
Role type
Client Service Manager (Wealth Management Operations)
Builds
Client account maintenance, data integrity, and asset transfer processes for sophisticated individuals, families, and institutions.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client offboarding, deceased estate processing, asset transfers, CHESS sponsorship, stakeholder engagement, SLA management, cross-departmental liaison, data integrity
Preferred skills
Wealth management experience, financial planning experience, RG146 qualification
Technologies
CHESS sponsorship systems
Responsibilities
Ensure daily processes and SLAs are met; maintain high-performance service culture; execute client static updates; liaise with processing centre; manage client migration and position transfers.
Seniority
Mid-level, hands-on IC