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Client Services Team Lead
3 weeks ago
This role will involve supporting a Financial Advisor in SA, with preference given to local candidates. While we welcome applicants from other states, local knowledge is beneficial.
About the Position- Partner with Financial Advisors and colleagues to deliver exceptional customer service for clients.
- Assist with the financial advice process from Fact Find to Implementation, including document management and preparing advice documents.
- Manage regulatory requirements and be a key point of contact for client communication regarding financial advice.
- Support day-to-day liaison with clients via Xplan.
- Prepare client review and plan presentation packs and implement advice and trading.
- Work directly with advisors and colleagues to meet client and team objectives.
We value diversity and inclusion, celebrating the unique contributions of every individual. We encourage applications from people of all cultural backgrounds and those with disabilities.
