Client Services
vor 3 Wochen
Get AI-powered advice on this job and more exclusive features. The Andersen Partnership provided pay range This range is provided by The Andersen Partnership. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range A$75,000.00/yr - A$87,500.00/yr Direct message the job poster from The Andersen Partnership *** Hiring for Client Service Associates & Client Service Managers in Melbourne CBD & Eastern Suburbs *** Looking for Experienced individuals within Wealth Management to join expanding financial planning teams as a Client Services Manager. The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, working alongside in-house professionals and specialist advisers. Some of what you'll do: Assist in preparing Statements of Advice and Records of Advice Liaise with product providers to gather information Prepare and lodge client applications Maintain accurate and compliant client files Handle client inquiries and interact with administration platforms and fund managers About You: Bachelor's degree or Diploma of Financial Services (Financial Planning) preferred Min 1 years previous experience in a similar role within Financial Planning or Wealth Management desired. Strong Microsoft Office skills (Xplan or similar system knowledge is desired) Excellent communication and teamwork abilities Desire to help clients achieve their financial goals Strong time management and multitasking skills Mentorship from experienced advisers Opportunities for professional development Strong social culture and supportive work environment Competitive remuneration package based on skills and experience Send your CV to Sean at or apply via the portal. Seniority level Associate Employment type Full-time Job function Administrative and Finance Industries Financial Services and Administrative and Support Services We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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