Client Services Manager
2 weeks ago
- Private wealth firm based in Adelaide
- Attractive salary package for a permanent fulltime role that offers flexibility to WFH
Role Overview
Our client is looking for a client Services Officer to support 2x Financial Advisers in the provision of advice and ongoing service to new and existing Financial Planning clients.
Duties and Responsibilities
- Responsible for all areas of customer service, administration and implementation
- Be the first point of contact for clients and assisting with customer inquiries
- Complete necessary documentations to implement SOA's
- Maintain XPLAN database
- Assist in preparing portfolios and reports
- Help with research for the advisers
Skills and Experience required:
- Experience working in financial planning space in a CSO or similar role
- Excellent communication skills and polished presentation
- Financial Planning software
Xplan experience desirable
What's on Offer
This rare opportunity within a well-established firm offers an attractive salary, flexibility, variety in your role as well as a positive environment and culture.
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