Senior Client Services Manager
3 days ago
About this role
A highly regarded and well-established financial services firm based in North Sydney seeks a Strategic Paraplanner/Associate Advisor to join their team.
As a key member of the senior financial planning team, you will provide exceptional support to Senior Financial Planners and serve as the primary point of contact for High Net Worth and wholesale clients. Your responsibilities will include administrative duties, implementation of advice, XPlan tasks management, liaison with fund providers, and client greetings and follow-ups.
This is an exciting opportunity for an existing client service officer looking for career development and high net worth client exposure.
Demonstrated skills
- Extensive experience working as a Client Service Manager in Financial Advice
- Ability to build strong relationships with HNW and wholesale clients
- Great understanding of compliance frameworks in the advice industry
Benefits
- A competitive salary package, estimated to be around $120,000 per annum, taking into account the company's location and industry standards
- Opportunity to work in an independent advice business
- Positive work/life balance encouraged with potential flexible working arrangements
- Great career development opportunities
- Fun social events
We are passionate about providing equal employment opportunities and embracing diversity to the benefit of all.
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