Client Services Manager

2 weeks ago


Adelaide Region SA, Australia Profusion Group Full time
Must have experience supporting financial planners

  • 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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