Client Service Manager

Company Overview 

This organisation is a highly regarded wealth management firm which takes pride in offering an outstanding workplace environment with well-respected, like-minded professionals and provide holistic advice to a range of clients.
 
Role Overview 

You will be responsible for supporting a 2x Financial Planners within all areas of administration. Your role will be to ensure that client’s individual objectives, financial situation and needs are meet to a high quality standard by managing and collecting correct client information as well as liaise with the paraplanner & Associate Adviser.  
 
Duties and Responsibilities

  • Provide high quality of administration and support to financial planners
  • Ensure to collate correct client information for the paraplanners
  • Follow up actions from client appointments and follow through requests to clients for information
  • Arranging appointments for Adviser with existing clients
  • Provide sound support with knowledge and experience in financial planning
  • Be dedicated to the role and view this administration role as a long term career

Skills and Experience required

  • Admin experience within the financial services industry
  • RG 146 compliant
  • Polished presentation
  • Financial Planning software XPlan experience desirable

In addition, the successful candidate will display excellent attention to detail, an ability to work effectively with clients, time management and a willingness to take ownership of your work.   
  
To express your interest in this opportunity, please forward your resume using the “Apply Now” link below or contact Kimberley Wenn on (02) 9240 6381 for more information.

Connect with me to hear about similar roles not yet advertised https://au.linkedin.com/in/kimberleywenn

Client Service Manager

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