Client Services Manager
17 hours ago
About the Opportunity
We are seeking an experienced and dedicated Client Services Manager to join our team on a full-time basis. This role plays a key part in supporting our advisers and delivering exceptional service to our valued clients.
Key Responsibilities
- Manage day-to-day client enquiries with professionalism and efficiency
- Provide administrative support to advisers and paraplanners across new and existing client matters
- Organise and prepare documentation for the client annual review process
- Implement recommended client strategies
- Handle inbound calls from clients and external stakeholders
Benefits
- Competitive remuneration package aligned with experience and skillset
- Ongoing opportunities for professional development
- Flexible working arrangements
- Collaborative and supportive team environment
Experiences & Qualifications
- Strong client-service focus and professional presentation
- Excellent attention to detail
- Ability to work both independently and as part of a small team
- High-level written and verbal communication skills
- Advanced proficiency in Microsoft Office
- Minimum two years' experience in financial planning administration
About Us
Alder & Partners Private Wealth Management is a boutique financial planning firm based in Nedlands, Western Australia. Operating under our own AFSL, we specialise in direct investment and comprehensive financial planning strategies, managing superannuation and private portfolios for high-net-worth clients.
How to ApplyClick on Apply and please submit your CV highlighting your key strengths and suitability for the role. If you have any queries about the position please contact Judit Law on or
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