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May

Client Services Manager – Private Wealth

Profusion Group - Sydney, NSW

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

 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!

Connect with me to hear about similar roles not yet advertised
https://www.linkedin.com/in/kimberleywenn/