Client Services Manager

  • Based in Canberra ACT
  • Attractive salary + super + discretionary bonus
  • 12 month contract role

Company Overview 

Be part of a highly successful financial planning business, focused on providing clients with a truly client focused approach. 

Role Overview

The purpose of this role is to provide high quality support and assistance to
Financial Advisers:

  • Responsible for all areas of client service, administration and implementation
  • Be the first point of contact for clients
  • Complete necessary documentations to implement SOA’s
  • Maintain Financial Planning database 
  • Prepare portfolios and reports
  • Conduct research for the advisers

Skills and Experience

  • Minimum 2 years experience in Client Service Officer or administration role in financial planning business essential 
  • RG146 compliant ideal 
  • Immediately available or must have short notice period 
  • Good communication skills
  • Xplan software experience 

To express your interest in this opportunity, please forward your resume using the “Apply Now” link below or contact Krystle Priddis on 0401 555 772 for more information.

Connect with me to hear about similar roles and market updates https://www.linkedin.com/in/krystle-priddis/

Client Services Manager

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