Client Service Manager

7 months ago


Sydney, Australia Perpetual Limited Full time

Join our growing Jacaranda team on a 12 month Fixed Term contract
- Collaborate with our top performing Advice team
- Hybrid work environment with WFH and true flexibility

Join our growing Jacaranda team as a Client Service Manager. Liaise with clients and become a trusted point of contact, building strong relationships. Collaborate with advisers to implement and provide ongoing support.

Sounds interesting? Here are some specifics about the opportunity:

- Assisting with all aspects of delivering comprehensive advice, including the preparation of onboarding documentation and subsequent implementation
- Creating initial relationship whilst onboarding of clients
- Supporting all client queries concerning the ongoing service and monitoring of investment portfolios
- Ensure all advice preparation paperwork is available to the adviser in time for the implementation meeting
- Ensuring all compliance standards are met for both new and existing clients, checklist completed in a timely manner
- Assisting senior advisers to maintain and build client relationships

To be considered for this opportunity, your qualifications, skills and experience could include:

- Experience in Financial Planning Client Services preferred
- Attention to detail
- Ability to work independently and autonomously
- Strong understanding of Superannuation / Retirement strategy
- Strong awareness of compliance standards

Our opportunity

We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.

Our benefits
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more

Why join us?

You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.


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