Client Services Manager

3 weeks ago


Sydney, Australia Perpetual Limited Full time

6 months contract role
- Work where we work best - Hybrid office/work-from-home environment
- Modern Sydney CBD office environment- Jacaranda Financial Planning provides high quality investment and strategic advice to the high-net-worth pre-retiree segment of the wealth management market.- Jacaranda is currently seeking a Client Service Manager to join the team. Liaising 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
- Any other tasks as required- 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
- Ability to work with a team
- Strong understanding of Superannuation / Retirement strategy
- Strong awareness of compliance standardsBehaviours
- Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.- Employee benefits-
- Access to LinkedIn learning, study support and commitment to supporting professional development
- Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with JawunDiversity and inclusion-
- WGEA Employer of Choice for gender equality since 2018
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change



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