Client Service Manager

This is a Client Service Manager - Jacaranda role with Perpetual Limited based in Sydney, NSW, AU
== Perpetual Limited ==

Role Seniority - mid level

More about the Client Service Manager - Jacaranda role at Perpetual Limited

• 6 Month Max-Term role

• Hybrid Work Arrangement – 2-3 days in the office

• An opportunity to be part of a high performing team

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

Are you passionate about providing exceptional service and support to internal teams? We are looking for a dedicated Client Service Manager to join our team at Jacaranda Financial Planning and play a crucial role in liaising with Associates and Advisers to deliver ongoing support in Superannuation, Retirement Planning, Investments, and Insurance.

Perpetual Wealth Management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.

At Jacaranda Financial Planning, we are a team of highly qualified advisers and technical staff that specialise in optimising super and retirement outcomes. We work closely with our clients in a friendly but disciplined way to improve their financial confidence and prosperity. 

Our Senior Advisers have a combined 100+ years of experience in financial markets and financial planning, and they're backed by all the resources of the Perpetual Group.

About the Role

As a Client Service Manager, you will be providing a service and support to our Associates and Financial Advisers. Please note that this is not a client facing role.

• Assist in all aspects of implementing comprehensive advice, including the preparation of onboarding documentation and managing subsequent tasks.

• Ensure all advice preparation paperwork is available to the Adviser in time for the implementation meeting.

• Ensure all compliance standards are met for both new and existing clients, with checklists completed in a timely manner.

• Provide assistance with ad-hoc tasks as required.

• Maintain a strong understanding of the workings of Xplan, ensuring tasks are orderly and up to date.

About you

We're looking for someone with:

• 2-3 years' experience in a similar role.

• Financial Services experience with in-depth knowledge of Superannuation, Retirement Planning, Investments, and Insurance.

• Xplan expertise: strong understanding and experience with Xplan software (managing and updating tasks efficiently).

• Ability to build solid working relationships with key stakeholders.

• Excellent verbal and written communication abilities.

• Effective organisational and time-management skills.

• Proficient in managing multiple tasks and prioritising critical requests.

• High level of accuracy and attention to detail in all tasks.

• Understanding of compliance standards and regulatory requirements in the financial services industry.

• Prior experience in preparing and managing onboarding documentation.

• Microsoft Office proficiency across various applications (Outlook, Word, Excel, PowerPoint).

How we work  

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year

• An annual allowance to empower you to prioritise your personal wellbeing

• Access to LinkedIn learning, study support and commitment to supporting professional development

Diversity and inclusion

• 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

• We support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

Before we jump into the responsibilities of the role. No matter what you come in knowing, you'll be learning new things all the time and the Perpetual Limited team will be there to support your growth.

Please consider applying even if you don't meet 100% of what's outlined

Key Responsibilities

• Assisting with advice implementation
• Preparing advice paperwork
• Maintaining compliance standards

Key Strengths

• Client service expertise
• Xplan proficiency
• Financial services knowledge
• Organisational skills
• Communication skills
• Attention to detail

Why Perpetual Limited is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that's right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with Perpetual Limited not with Hatch.

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