Are you the person who brings structure to complexity, keeps stakeholders aligned and ensures nothing falls through the cracks?
Frontier Advisors is seeking a Client Onboarding & Service Manager to coordinate onboarding, implementation and ongoing operational servicing activities for our investment clients. This is an opportunity to play a pivotal role in delivering a seamless client experience while partnering with internal teams, clients and external service providers.
About the role
This role sits at the centre of the onboarding and client servicing process, acting as the ‘conductor’ across multiple stakeholders to ensure transitions are delivered smoothly, commitments are met and operational issues are resolved efficiently.
You’ll be responsible for creating a coordinated and professional onboarding experience for new clients while also providing ongoing operational support and continuity once implementation has been completed.
This can be a Melbourne or Sydney based role.
Key responsibilities
- Lead and coordinate onboarding programs for new ICIO clients.
- Develop and maintain onboarding plans, milestones, risk registers and action trackers.
- Coordinate activities across Frontier teams, clients, custodians, trustees, investment managers and other service providers.
- Ensure onboarding deliverables are completed on time and stakeholders remain aligned throughout the process.
- Monitor service levels, operational commitments and provider deliverables.
- Coordinate responses to client operational enquiries and issues.
- Manage information flow, ownership and escalation across multiple workstreams.
- Support seamless transitions from implementation into ongoing servicing.
About you
You are a highly organised professional who thrives in a coordination-focused environment and enjoys bringing people together to deliver outcomes. You have a strong client service mindset and are comfortable managing multiple stakeholders, priorities and deadlines simultaneously.
Your experience may come from:
- Institutional client onboarding
- Investment operations
- Custody onboarding
- Trustee services
- Fund administration
- Wealth management or asset management implementation
- Investment consulting operations
Essential skills and experience
- Proven experience coordinating onboarding, implementation or operational service delivery activities.
- Strong stakeholder management skills and the ability to influence without direct authority.
- Experience managing multiple priorities, dependencies and timelines.
- Excellent communication skills with strong attention to detail.
- Demonstrated ability to drive accountability and follow through on commitments.
- Confidence engaging with senior internal and external stakeholders.
- Experience coordinating external providers such as custodians, trustees or investment managers.
Why join Frontier?
- Be amazing together with us and work with some of Australia’s leading institutional investors and service providers.
- Be at the forefront of investment innovation.
- Join a highly respected, independent investment consulting firm with a collaborative culture.
- Be part of a business committed to helping clients advance prosperity for their beneficiaries.
If you’re a highly organised professional who enjoys coordinating complex stakeholder environments and delivering outstanding client outcomes, we’d love to hear from you. Get in touch with David May at [email protected].
