Customer Relations Specialist

INSTITUTIONAL RELATIONSHIPS SPECIALIST

Client Services & Operations

THE ROLE

A key operational support role responsible for maintaining banking and custodial platform access, managing document workflows, supporting client servicing activities, and ensuring smooth day-to-day operations across multiple financial institutions.

This position is ideal for someone from a Private Wealth, Wealth Management, Investment Administration, Custody or Banking environment who enjoys administration, relationship management and operational coordination.

KEY RESPONSIBILITIES

Operations & Administration

• Manage user access and security across banking and custodial platforms.
• Maintain and administer large volumes of login credentials and permissions.
• Support advisors and internal teams with access requests and platform queries.
• Ensure accurate record-keeping and compliance with security protocols.

Document Management

• Administer PDF documentation and workflow processes.
• Manage DocuSign requests and document execution.
• Maintain digital records and audit trails.
• Ensure timely processing of operational documentation.

Client & Relationship Support

• Provide day-to-day support to advisors, clients and internal stakeholders.
• Liaise with custodians, banks and service providers to resolve operational queries.
• Support client onboarding, account maintenance and operational changes.
• Build strong working relationships across internal and external stakeholders.

IDEAL CANDIDATE

Experience

• 3-7 years' experience in Banking, Private Wealth, Investment Operations or Custody Services.
• Experience supporting financial advisors, relationship managers or client service teams.
• Exposure to custodial portals and banking platforms.
• Strong administration and client servicing background.

Essential Skills

• Document and workflow management.
• PDF administration experience.
• DocuSign administration.
• Custodial portal experience.
• Client service and operational support skills.
• Excellent organisation and attention to detail.
• Strong stakeholder and relationship management capabilities.

KEY CONSIDERATIONS

• Established team and support structure in place.
• More administration and relationship-focused than technical.
• Significant focus on operational support and security administration.
• Ideal for candidates from Private Wealth, Asset Management, Custody or Banking Client Services environments.

SUCCESS IN THE ROLE

You will be a trusted operational partner, ensuring secure platform access, seamless document management, strong stakeholder relationships and exceptional support across banking, custodial and client servicing functions.

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