Client Service Manager

1 week ago

Five Dock, Australia Chandler Macleod Full time

**About the Company**:
Our client is a leading wealth and investment advice firm that prides themselves on their work life balance initiatives and trust they put in their employees. They specialise in giving bespoke and holistic advice to their clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe.

They are looking for a Client Service Manager / Adviser Assistant to join their office in the Inner West office with the opportunity to work from home part of the week and work around your schedule. This role will be managing a team and you will have the opportunity to make this role your own.

**The Role**:

- Timely and accurate implementation of all advice documents
- Manage and lead a team
- Prepare Client Portfolio Reviews
- Generate and distribute strategy strategy documents to clients
- Execution of share trades via broker and wrap platforms
- Develop and maintain client relationships ensuring client queries are answered
- Processing new client packs including conducting analysis on client's superannuation/investments
- Detailed understanding of client portfolio to deliver a detailed response
- Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
- Complete adhoc tasks and work on best practice strategies

**Skills & Experience**:

- Must have experience in the Financial Planning Industry
- ADFP or DFP qualified with a degree
- Hold 3+ years experience as an Adviser Assistant
- Experience with Financial Planning software; XPLAN
- Excellent telephone manner and relationship management skills

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