Client Services Manager

2 weeks ago

West Perth, Australia WealthCo Financial Planning Full time

The Company

WealthCo Financial Planning (trading as WealthCo Advisory) is a wealth management practice with a commitment to providing solutions that make a real difference in our clients’ lives. We deliver a broad range of tailored financial strategies for our clients according to their lifestyle goals and financial objectives.

The Role (Client Services Manager)

In this role, you will be responsible for performing tasks that are key to the successful implementation and ongoing administration of clients’ financial strategies. This position will work closely to support Financial Advisers and clients, and you will play an important part in the client experience. You will be attending client meetings, developing the financial planning strategies, and assisting with plan presentation and implementation. You will work closely with our financial advisers, liaise with other Specialists (Mortgage Brokers, Estate Planning and the like) and have exposure to the financial planning advice process and methodologies. This is a role which will ideally suit an experienced professional who is looking for a full time client services role within the financial planning industry.

Your key attributes:

- Clear and friendly communication skills to build strong trusting relationships with clients.
- A high level of attention to detail and thoroughness.
- Intermediate Microsoft Office skills in Word, Excel and Outlook.
- The ability to multi-task, and accountability to follow up on tasks to keep client affairs in order.
- Excellent written and oral communication skills.
- High client service orientation.

Desired:

- Qualifications in a business discipline: Commerce, Accounting, Financial Planning, or similar.
- Experience using Xplan tools such as Xtools+, Risk Researcher & Wealthsolver.
- Technical knowledge of current legislative, industry and corporate financial services standards.
- Good understanding of the financial planning industry.

Key responsibilities:

- Be a point of contact for client queries, respond to queries in a timely manner.
- Maintaining client relationships and provide exceptional customer service.
- Follow up with clients throughout the advice implementation process.
- Liaising with our clients’ accountants, fund managers, insurers, stockbrokers and other third parties to deliver client focused outcomes.
- Attend and assist the financial planners with a variety of administrative tasks.
- Assist to ensure client files, strategy & implementation are complete and compliant with legislation and licensee standards.
- Use of Xplan to maintain client data, run comparisons and create financial modelling projections.
- Preparation of RoA’s.
- Preparation of SoA requests, review of SoA documents and assisting with SoA implementation.

As this is a team lead role, in addition to the above:

- Manage a small team of support staff, communicating and providing feedback to staff, ensuring that the client experience runs smoothly.
- Part of the interview panel for new hires.
- Provide ongoing feedback and assist in performance reviews of existing team members.
- Assist with development and update of back office policies & procedures (primarily new client onboarding, post review meeting and advice implementation processes).

Please note the salary range for this role is between $60,001 and $80,000 p.a., plus super.

**Salary**: $60,001.00 - $80,000.00 per year

Schedule:

- 8 hour shift

Ability to commute/relocate:

- WEST PERTH, WA 6005: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (preferred)

Work Location: In person

  • Client Services

    4 days ago

    West Perth, Australia Capital Partners Consulting Pty Ltd Full time

    Investing in our team members at Capital Partners, is non-negotiable, it’s what sets us apart from other financial and wealth firms. We look beyond the role and we seek to understand you as an individual, so you can achieve your goals and live your best life. (_**part-time opportunities & relocation to Perth are available**_)_ **About the role**: Our...

  • Client Service Administrator

    3 weeks ago

    West Perth, Australia Wood Recruitment Full time

    Our client is a Chartered Accounting practice that provides a broad range of accounting, taxation and tailored professional advisory services. They take a pro-active approach to their clients long-term financial needs including structuring and restructuring, succession planning, superannuation and asset protection. They are on the lookout for a Client...

  • Client Service Administrator

    2 months ago

    West Perth, Australia Advanced Search Group Full time

    A firm that employs staff who are friendly and great with people. - Work for a down to earth bunch of people who care. - Flexible and family friendly - it's no wonder no one leaves. THE COMPANY Our client was established more than 30 years ago and has grown organically through referrals and recommendations and by simply taking care of their clients. They...

  • Client Services Assistant

    2 months ago

    West Perth, Australia Mills Resources Full time

    Career growth and opportunities for this position in HR or related fields - Ability to pick up new systems, work closely with clients and staff required - A number of opportunities in other areas for CSA's! Reach out on 0447346883! **The Client** Our client is seeking a proactive, enthusiastic professional client services assistant with 3 years' experience...

  • Client Services Coordinator

    4 days ago

    West Perth, Australia Page Personnel Full time

    West Perth with onsite parking - Join an award winning accounting firm **About Our Client**: An award winning firm with an outstanding reputation for exceptional client service. You will join a friendly, yet professional, team with support and available partners who value your contribution and insights. Day to day duties involve: - Collating and preparing...

  • Administration and Client Services

    4 days ago

    West Perth, Australia Page Personnel Full time

    Full time 8am - 4pm - Opportunity for career progression **About Our Client**: Join a highly regarded private wealth firm with a supportive and social culture. You will be provided ample opportunities for development and join a team of people who value the support you provide. Day to day duties involve: - First point of call for client enquires. - Liaise...

  • Client Services Manager

    5 days ago

    Perth, Western Australia Aurex Group Limited Full time

    National leading Soft Services company Mixed Commerical Portfolio Growing accountCompany Overview:Our client is a National leading Soft Services company, dedicated to delivering excellent soft service solutions to their clients. With a commitment to innovation and client satisfaction, they are currently seeking an experiences Client Services Manager in Perth...

  • Client Services Manager

    7 days ago

    Perth, Australia International Talent Specialist Full time

    We are seeking a talented and experienced Client Services Manager to join a WA-based team to drive client-focused initiatives forward. You will be responsible for managing client relationships, overseeing service delivery, and driving business growth through client retention and expansion. This role requires strong leadership, strategic thinking, and...

  • Client Service Manager

    4 weeks ago

    Perth, Western Australia Randstad Australia Full time

    About the companyThis highly regarded and well established financial advice company is known for providing outstanding holistic advice to a wide range of high net worth clients and medical professionals. Throughout the years, they have developed a solid and loyal client base. Due to recent growth, they are looking for an experienced Client Service Manager to...

  • Client Service Manager

    6 days ago

    Perth, Western Australia Randstad Australia Full time

    About the companyThis highly regarded and well established financial advice company is known for providing outstanding holistic advice to a wide range of high net worth clients and medical professionals. Throughout the years, they have developed a solid and loyal client base. Due to recent growth, they are looking for an experienced Client Service Manager to...

  • Client Service Manager

    3 weeks ago

    Perth, Western Australia Randstad Australia Full time

    About the companyThis highly regarded and well established financial advice company is known for providing outstanding holistic advice to a wide range of high net worth clients and medical professionals. Throughout the years, they have developed a solid and loyal client base. Due to recent growth, they are looking for an experienced Client Service Manager to...

  • Client Services Co-ordinator

    2 months ago

    West Perth, Australia Mills Resources Full time

    Career growth and opportunities for this position - Modern office space requiring a senior administrator - Contact Ross Stephens on 0447 346 883 to discuss confidentially **The Client** Mills Recruitment is partnering with a successful, growing accounting firm based in West Perth who are seeking a proactive, enthusiastic, professional Client Services...

  • Client Service Manager

    3 weeks ago

    Perth, Australia Randstad Australia Full time

    About the companyThis highly regarded and well established financial advice company is known for providing outstanding holistic advice to a wide range of high net worth clients and medical professionals. Throughout the years, they have developed a solid and loyal client base. Due to recent growth, they are looking for an experienced Client Service Manager...

  • Client Service Manager

    1 month ago

    Perth, Australia Randstad Australia Full time

    About the companyThis highly regarded and well established financial advice company is known for providing outstanding holistic advice to a wide range of high net worth clients and medical professionals. Throughout the years, they have developed a solid and loyal client base. Due to recent growth, they are looking for an experienced Client Service Manager...

  • Client Services Insurance Consultant

    3 weeks ago

    West Perth, Australia Randstad Australia Full time

    Fantastic opportunity to apply your skills and experience with one of Australia's leading insurance providers. Assist clients and external stakeholders with regards to business, farm and personal insurance enquiries and utilise your technical expertise (full training provided) to provided a high quality customer experience.What's in it for you:Fantastic...

  • Client Services Insurance Consultant

    4 weeks ago

    West Perth, Australia Randstad Australia Full time

    Fantastic opportunity to apply your skills and experience with one of Australia's leading insurance providers. Assist clients and external stakeholders with regards to business, farm and personal insurance enquiries and utilise your technical expertise (full training provided) to provided a high quality customer experience.What's in it for you:Fantastic...

  • client service manager

    5 days ago

    Perth, Western Australia Randstad Full time

    About the companyThis highly regarded and well established financial advice company is known for providing outstanding holistic advice to a wide range of high net worth clients and medical professionals. Throughout the years, they have developed a solid and loyal client base. Due to recent growth, they are looking for an experienced Client Service Manager to...

  • Client Service Manager

    6 days ago

    Perth, Australia Amana Living Full time

    **Job no**: 496718 **Work type**: Full time **Location**: Perth CBD, Inner & Western Suburbs **Categories**: Sales & Marketing **_Why Choose Amana Living?_** Amana Living is one of the largest Aged Care providers in Western Australia and has been responding to the needs of older people and those who care for them since 1962. We offer a broad range of...

  • Client Service Manager

    6 days ago

    Perth, Australia Amana Living Full time

    Why Choose Amana Living? Amana Living is one of the largest Aged Care providers in Western Australia and has been responding to the needs of older people and those who care for them since 1962. We offer a broad range of services, including residential care homes, transition care programs, retirement living villages, home care, day care, respite, and...

  • Client Service Manager

    5 days ago

    Perth, Western Australia Amana Living Full time

    Apply now Job no: Work type: Fixed Term Contract Location: Perth CBD, Inner & Western Suburbs Categories: Sales & Marketing Why Choose Amana Living?Amana Living is one of the largest Aged Care providers in Western Australia and has been responding to the needs of older people and those who care for them since 1962. We offer a broad range of services,...