Client Services Manager

  • Must have experience in Financial Planning
  • Attractive salary package for a permanent role
  • South Sydney location

Company Overview 

Working for an award winning private wealth firm. This is a perfect opportunity for an experienced Receptionist to join a successful and highly professional but fun team.

Role Overview

  • Provide high quality administration support 
  • Ensure to collate correct client information
  • Follow up actions from client appointments and follow through requests to clients for information
  • Arranging appointments for the Adviser with existing clients
  • Provide sound support with knowledge and experience in financial planning
  • Be first point of contract for clients and manage their enquires 

Skills and Experience required

  • At least 2 years Admin experience within the financial services industry
  • XPlan experience
  • Ideally have some experience with SMSF
  • RG146 compliant but not essential 
  • Polished presentation and strong communication skills 

Whats On Offer

Work within an aware winning boutique firm that offers an attractive salary, variety in your role as well as a positive environment and culture.

To express your interest in this opportunity, please forward your resume to Kimberley Wenn using the “Apply Now” link below!

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

Client Services Manager

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