Client Services Manager

2 weeks ago

Adelaide, South Australia Providence Wealth Full time $104,000 - $130,878 per year

Are you looking for a private wealth client services opportunity that will allow you to leverage your experience?

Providence Wealth is a privately owned group that has been providing clients with a boutique, bespoke investment offering since 2000. Servicing valued clients nationally, we have offices in Adelaide, Melbourne, and Sydney. We provide an integrated and comprehensive wealth management offering to a select group of family businesses, high-net-worth individuals and their families.

Why consider joining us?

  • Opportunity for professional growth and influence in the direction of the business
  • An innovative and exciting environment devoted to a high quality client experience
  • A culture of collaboration where your work is rewarded and valued
  • A family friendly environment that provides flexibility.

We are currently seeking a Client Relationship Manager to work in the Adelaide team. The role offers exposure to private wealth management including:

  • Building personalised relationships with families and managing the delivery of individualised family account plans alongside the Wealth Advisers.
  • Contributing to the preparation of client reviews and the implementation of client recommendation in conjunction with the wider team
  • Managing workflow and day to day administrative tasks including management of client records.
  • Co-ordinating client events and supporting the development of client communication.
  • Being a point of contact and attending to client queries as well as liaising with other professionals including, other finance professionals, investment and superannuation providers.

As the preferred candidate, you will ideally possess:

  • A proactive and positive approach with a team player mindset
  • A sharp eye for details and a commitment to providing exceptional service
  • 2+ years' experience in wealth management and financial planning

If you are keen to join a highly reputable and authentic team that values it's people, we want to hear from you  Please submit a cover letter and your resume via Seek.

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