My clients are a well-respected wealth management firm currently going through a sustained period of growth.

  • A great opportunity to join a growing business
  • Outstanding team culture
  • A competitive remuneration package

About the role

As a Client Services Manager, you will be supporting the senior advisers in servicing exceptional clients. Your main responsibilities will include:

  • Working alongside senior advisers to develop and implement strategic advice
  • Assisting in monitoring client portfolios
  • Responding to client queries in a timely manner
  • Working with para-planners to document client advice
  • Implementing strategic and investment advice
  • Liaising with third parties (for example fund managers and insurance companies) to achieve desired outcomes for clients
  • Manage the establishment and ongoing administration of self-managed super funds and wrap platforms
  • Updating client folders

Benefits 

You will be rewarded with:

  • A great opportunity to join a growing business and work closely with experienced and driven senior financial planners
  • Our clients have a great team culture
  • A very competitive remuneration package with an amazing and flexible working environment

Skills and experience

The successful candidate should have:

  • Experience working within a financial advisory and / Wealth Management firm
  • MS Office skills
  • Exposure to financial planning software and systems
  • Experience with implementing strategic advice
  • Tertiary degree and / or Diploma in Financial Planning (RG 146) is desirable
  • Outstanding communication and interpersonal skills
  • High attention to detail and excellent time management