Client Services

6 days ago

Perth, Western Australia The Andersen Partnership Full time $80,000 - $120,000 per year

*** Hiring for Client Service Associates & Client Service Managers in PERTH ***

Looking for Experienced individuals within Wealth Management to join expanding financial planning teams as a Client Services Manager.

The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, working alongside in-house professionals and specialist advisers.

Some of what you'll do:

  • Assist in preparing Statements of Advice and Records of Advice
  • Liaise with product providers to gather information
  • Prepare and lodge client applications
  • Maintain accurate and compliant client files
  • Handle client inquiries and interact with administration platforms and fund managers

About You:

  • Bachelor's degree or Diploma of Financial Services (Financial Planning) preferred
  • Min 1 years previous experience in a similar role within Financial Planning or Wealth Management desired.
  • Strong Microsoft Office skills (Xplan or similar system knowledge is desired)
  • Excellent communication and teamwork abilities
  • Desire to help clients achieve their financial goals
  • Strong time management and multitasking skills

Benefits:

  • Mentorship from experienced advisers
  • Opportunities for professional development
  • Strong social culture and supportive work environment
  • Competitive remuneration package based on skills and experience

Send your CV to Sean at or apply via the portal.

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