Senior Financial Services Professional
2 weeks ago
- Manage client relationships with professionalism and empathy.
- Coordinate review meetings, prepare documentation and ensure compliance with regulatory requirements.
We are seeking a skilled Client Services Manager to join our financial planning practice. As a key member of our team, you will be responsible for building strong client relationships, coordinating review meetings, and maintaining accurate record-keeping.
">Key Responsibilities- Client Relationship Management: Develop and maintain strong, professional relationships with clients to meet their needs and expectations.
- Review Meeting Coordination: Coordinate and prepare client review meetings, ensuring all necessary documents and information are available.
- Compliance: Ensure compliance with regulatory requirements, maintaining accurate records and adhering to company policies.
- At least 2 years' experience in financial planning client services.
- Strong organisational skills, with the ability to prioritise competing deadlines.
- Excellent written and verbal communication skills.
- A proactive problem-solving approach and a positive attitude.
- Opportunities to develop your skills and grow your career in financial planning support.
- A supportive and friendly workplace where your efforts are valued.
- Exposure to a wide variety of client situations, keeping your work interesting and rewarding.
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