Executive Client Solutions Manager

2 weeks ago


Sydney, New South Wales, Australia DCL Recruitment Full time
Senior Client Services Manager Opportunity

DCL Recruitment is seeking a skilled and experienced Senior Client Services Manager to join a highly regarded boutique financial planning business in Dee Why.

Compensation: Above Market Salary (estimated AU$90,000 - AU$110,000 per annum)

About the Role

The ideal candidate will be responsible for delivering exceptional client services, administration, and support to our clients. This includes liaising with clients, third-party providers, and financial advisers to ensure seamless service delivery.

Key Responsibilities:

  • Liaise with clients and third-party providers to deliver professional services
  • Support the finalization of statements and records of advice
  • Onboard new clients and manage existing client relationships
  • Implement advice documents and provide progress updates
  • Produce correspondence, reports, and non-advice related support
  • Manage client databases

Requirements:

  • Minimum 3 years' experience supporting a Financial Adviser
  • Experience with AdvisorLogic or similar advice software
  • Positive attitude and ability to work as part of a high-functioning team
  • Strong interpersonal communication skills
  • High attention to detail and accuracy
  • Sound understanding of the financial services industry
About Us

We offer a cohesive and supportive team environment, flexible working arrangements, and opportunities for growth and development. Our clients are highly valued, and we strive to deliver exceptional service to them.

Benefits:

  • Above market salary
  • Flexible working arrangements
  • Cohesive and supportive team environment
  • Opportunities for growth and development


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