Client Service Manager
vor 1 Monat
About the company
This established financial planning firm is known for providing outstanding financial advice to a well established and diverse client base. Their South Sydney office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes.
About the role
In this holistic role, you will have the opportunity to support two Senior Financial Advisers. You will be a main point of contact for clients and will provide strong technical expertise and support, making sure the advice is appropriate and compliant. Your responsibilities will include but won't be limited to managing the implementation of advice, developing strategy presentations, managing the workflow between the advisor and the paraplanners, conducting the review and research of products, and providing high quality client service.
Demonstrated skills
Experience working in a client service role in Financial Planning
Knowledge of XPlan
Relevant degree
Very strong attention to detail and communication skills
Benefits
Attractive salary package
The opportunity to work and be mentored by one of the top Financial Planner in the industry
Positive work/life balance encouraged with potential flexible working arrangements
Great career development opportunities with the potential to manage a team in the long term
Fun social events
To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O'Connor and email ******.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
skills
client service officer, client service manager, financial planning assistant, wealth, rg146, dfp, financial advice, financial planning
qualifications
Relevant degree
education
Bachelor Degree
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