Wealth Management

Our client is a leading financial services organisation with a global presence. A new opportunity is available in the Employee Share Plan team as a Client Service Manager.

Working as part of this dynamic and friendly team, your role will involve:


  • Regular (monthly/quarterly) pre-scheduled account meetings with assigned clients (face to face or via phone)
  • Direct client management for assigned clients
  • Working cohesively with other divisions- includes payments, registry, meetings, call centre, IT, risk and compliance
  • Providing excellent customer support to ensure maximum satisfaction and a positive experience for our clients
  • Supervision and management of key events and day to day tasks
  • Creation of a client matrix for every Employee Plan client
  • Regular contact with clients on key events using the client matrix
  • Attending and chairing meetings with assigned clients
  • Attending meetings with other Client Services Managers
  • Work with the Service Delivery team for all processing operational requirements
  • Implementation of new processes, procedures and systems for the Client Service Management team, this may include business user acceptance testing.
  • Identify new areas where potential growth or revenue opportunities exist


  • You must have previous experience within the Employee Share Plan division of Share Registry- circa 3+ years. 
  • You will be highly organised and capable of completing high volumes of workload within fast turn around times.
  • Your attention to detail will be second to none, and your communication skills will be impeccable.

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