Client Relationship Manager
1 day ago
We are a well-established financial planning practice based in Parramatta, known for delivering personalised strategies and building long-term relationships with our clients. With a strong reputation for quality advice and client care, we offer a supportive environment where every team member is valued and encouraged to grow.
We are seeking a motivated and detail-oriented Client Relationship Manager (CRM) to join our team. This is a fantastic opportunity to play a key role in the client journey, gain exposure to the financial planning process, and develop your career in a professional and collaborative business.
Benefits- Be part of a supportive, friendly, and client-focused team
- Hands-on role with real impact in helping clients achieve their goals
- Flexibility around study commitments to support your professional growth
- Ongoing training and personal development opportunities
- A chance to learn directly from experienced advisers and build a career in financial services
- Supporting advisers to implement client strategies with accuracy and care
- Preparing and maintaining client files, compliance documents, and data entry
- Liaising with clients and providers to ensure a smooth service experience
- Assisting with insurance applications, superannuation rollovers, and other client requests
- Managing day-to-day tasks to keep advice delivery on track
- An interest in the financial services industry
- Ideally studying (or completed) a qualification in finance or a related field
- Familiarity with Xplan (or similar financial planning software) would be a bonus
- Proficient in Microsoft Office and confident in learning new systems quickly
- Strong verbal and written communication skills
- Highly organised, with excellent time management and attention to detail
- A proactive, "roll up your sleeves" attitude with a commitment to learning and development
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