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Client Services Manager – Private Wealth

Profusion Group - Sydney, NSW

Banking & Finance
Source: uWorkin


 Company Overview:

Our client are a integrated financial services practice for clients within the medical field. You will have the opportunity to become an integral part of this team of high performers and achievers.
Role Overview:

You will be responsible for working within a team environment supporting Financial Advisers within all areas of administration and client services.
Duties and Responsibilities:

  • Provide high quality of administration and support to Financial Advisers 
  • Speak with clients via phone & email
  • Manage all operations, administration and reporting procedures 
  • Ensure to collate correct client information 
  • Follow up actions from client appointments and follow through requests to clients for information
  • Provide sound support with knowledge and experience in financial planning
  • Be dedicated to the role and view this support role as a long term career

Skills and Experience:

  • 2+ years Client Services experience within the financial planning industry
  • Experience at working directly with Financial Advisers 
  • Polished presentation
  • XPLAN experience 
  • Career support and development available if desired 

In addition, the successful candidate will display excellent attention to detail, an ability to work effectively with clients, time management and a willingness to take ownership of your work.

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

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