Client Services
6 days ago
*** 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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