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Senior Client Liaison Specialist
3 weeks ago
Job Overview:
The Client Services Manager plays a pivotal role in supporting Financial Advisors, serving as the primary liaison with clients on day-to-day matters. This position involves overseeing all client support aspects within Xplan, including review management, preparation of client review and plan presentation packs, and implementation of advice and trading.
Main Responsibilities:
- Collaborate with Financial Advisors, Associate Advisors, and other Client Services Managers to deliver exceptional customer service for clients.
- Assist with the financial advice process from fact find to implementation, including documentation processing in Xplan and preparing advice documents and forms.
- Support regulatory compliance, including management of fixed-term service agreements, review meetings, and regulatory requirements.
- Serve as the primary point of contact for all client communication regarding financial advice in the absence of the Advisor.
Key Qualifications:
- Minimum 2 years' experience working in a similar role within the financial services industry.
- Proficient in Microsoft Office and experienced using Xplan would be advantageous.
- Knowledge of financial governance, compliance, ethical, and privacy guidelines.
- Strong communication skills (both written and verbal).
- Demonstrated organisational and time management skills.
About Our Organisation:
We are a leading Australian diversified financial services business, proud of delivering advice and investment solutions to clients through highly qualified, experienced, and client-focused teams.
