Senior Client Services Manager

1 week ago


Sydney, New South Wales, Australia DCL Recruitment Full time

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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