
Client Services Manager
1 week ago
Must have experience supporting financial planners
- Private wealth firm based in Adelaide
- Attractive salary package for a permanent full-time role that offers flexibility to WFH
**Role Overview**
Our client is looking for a client Services Officer to support 2x Financial Advisers in the provision of advice and ongoing service to new and existing Financial Planning clients.
**Duties and Responsibilities**
- Responsible for all areas of customer service, administration and implementation
- Be the first point of contact for clients and assisting with customer inquiries
- Complete necessary documentations to implement SOA's
- Maintain XPLAN database
- Assist in preparing portfolios and reports
- Help with research for the advisers
**Skills and Experience required**:
- Experience working in financial planning space in a CSO or similar role
- Excellent communication skills and polished presentation
- Financial Planning software **Xplan **experience desirable
**What's on Offer**
This rare opportunity within a well-established firm offers an attractive salary, flexibility, variety in your role as well as a positive environment and culture.
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