AddressA large mid-tier independent practice is going through a period of sustained growth which has led the need for additional CSM support for their busy and dynamic team. This organisation which has an outstanding reputation in the Sydney market offers fantastic opportunities to grow your career whilst providing a fantastic award winning working environment with great corporate benefits.
The Role
- Prepare and implement advice documentation with accuracy and attention to detail
- Attend to client queries and build relationships with clients
- Regular engagement with external providers to ensure timely processing of client applications
- Actively engage and communicate with your team to build strong working relationships.
- Take ownership of your work
- Update and maintain client records in our CRM system so that we hold accurate, current and relevant client data and meet all record keeping compliance obligations
- Minimum of 1-2 years experience supporting financial advisers
- Ability to develop and maintain client relationships
- Have a desire to be part of a team
- Strong attention to detail
- Xplan experience highly desired but not a necessity
