Senior Client Services Manager
1 week ago
Job Title: Senior Client Services Manager
A boutique financial planning business seeks a highly experienced Senior Client Services Manager to join their growing team. The ideal candidate will have a minimum of 3 years of experience supporting a Financial Adviser and will be proficient in advice software such as AdvisorLogic.
Key Responsibilities:
- Liaise with clients, third party product and service providers
- Support the finalisation of statements and records of advice
- Responsible for onboarding new clients and ongoing administration of existing clients
- Implement advice documents and provide progress/completion updates for clients
- Produce correspondence, reports and non-advice related support
- Client database management
Ideal Candidate:
- Minimum 3 years experience supporting a Financial Adviser
- Experience with AdvisorLogic or similar advice software
- Positive attitude and desire 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
What We Offer:
- Above market salary
- Flexible working arrangements
- Cohesive and supportive team
- Training and mentoring opportunities
Please register your interest online or call DCL Recruitment for more information.
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