Client Service Manager
4 weeks ago
Our clients are a wealth management firm based in Brisbane CBD that focus on providing advice to High-Net-Worth clients. They are currently experiencing growth and are looking for a Client Service Manager to join their team. Culture fit is important; they drive a fun and relaxed culture with office banter. The model is high touch, low volume with a lot of support, so time is spent on high-value tasks.
Key Responsibilities- Manage the process of onboarding new clients and assist advisers with client maintenance.
- Liaise with wrap platforms, margin lenders, super funds, fund managers, insurers, and share registries.
- Record client requests, conversations, messages and work completed so advisers can monitor.
- Maintain spreadsheets for all IPO, capital raisings, entitlement offers etc.
- Book and prepare for client meetings as requested.
- Develop and maintain strong client relationships.
- Stay up-to-date with markets, strategies and regulatory changes.
- Collaborate with our team to deliver exceptional client service.
- 2+ years' experience in Financial Planning
- XPLAN experience highly regarded
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a team environment
Please Apply for this position if you are interested in a confidential conversation or email [emailprotected] your updated resume.
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