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Client Services Manager

1 month ago

Sydney, New South Wales, Australia DCL Recruitment Full time

A boutique financial planning business in a high growth phase seeks an experienced Senior Client Services Manager to join their close-knit team. Located in the Dee Why area, this role offers a unique blend of challenges and rewards.

About the Role

As a key member of the team, you will work autonomously with financial advisers to deliver exceptional client services and administration. This will involve getting to know clients well, liaising with them and third-party providers, and supporting the finalisation of statements and records of advice.

Responsibilities

  • Liaise with clients, third-party product and service providers
  • Support the finalisation of statements and records of advice
  • On-board new clients and manage existing client relationships
  • Implement advice documents and provide updates for clients
  • Produce correspondence, reports, and non-advice related support
  • Manage client databases

Ideal Candidate

To succeed in this role, you will require a minimum 3 years' experience supporting a financial adviser, proficiency in AdvisorLogic or similar software, and excellent interpersonal communication skills. A strong attention to detail, accuracy, and a sound understanding of the financial services industry are also essential.

Benefits

This is an above-market salary opportunity that comes with flexible working arrangements, a cohesive and supportive team, and opportunities for training and mentoring. You will be rewarded with celebrating your milestones and achievements in a fantastic work environment.