Experienced Client Services Manager

1 month ago


Sydney, Australia Advance Recruitment Partners Full time

**The Company**:

- The team have created a fun, professional, engaging environment - we are looking for likeminded individuals to join this fast-growing firm.
- Enjoy an amazing culture and the supportive approach from management
- Great Salary and benefits

This is highly regarded financial advice firm is hiring a Client Services / Implementation Specialist for their team.

A professional environment our client is looking fora dedicated, structured and reliable client services manager to join the team.

A unique offering this is an opportunity not to missed. Join a highly regarded financial advice firm in Bella Vista.

**Client Services Manager**:
**Skills and Experience**:
Knowledge of Financial Planning Industry is essential. The Client Services Manager is responsible for setting up new clients, maintaining existing clients and managing the end-to-end administrations of client portfolios.
- Implementation of client paperwork for advice strategies and pro-actively managing until completed (Superannuation, SMSFs, and Insurance).
- Support team peers by reviewing work prior to lodgement to ensure errors are minimised.
- Ensure all works in progress and all written or verbal correspondence with clients is diligently recorded in the Xplan database.

**About you**:

- Take ownership of tasks and follow through to completion.
- Demonstrating initiative, accuracy, and attention to detail, with a confident client friendly attitude.
- Be pro-active to identify discrepancies with client data and taking ownership to correct.
- Strong written and oral communication skills necessary.
- Minimum 2-3 years’ experience supporting financial planners.
- Have completed or be studying a Diploma of Financial Services (RG146) is highly desirable.
- Experience with financial planning software essential, COIN/Xplan is ideal.
- Experience with Advice platforms such as North is desirable
- Strong technical and advice implementation experience

**_ ARP are hiring Client Services Managers and Client Services Officers across Multiple Practices._**

**NO OVERSEAS APPLICATIONS - MUST BE IN SYDNEY and hold Permanent Residency*



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