Client Service Manager Up to90K Base + Super
- CBD Based
- Accounting / Advice Group
- In office presence required
The CompanyBoutique that has won numerous awards both in its own dealer group as well and the Advice industry. They provide holistic financial planning services and work in a team environment. Their offices are in a prime location in the CBD. This is an independent group that promotes career progression and has a good work lifestyle balance.
The RoleYou will be working supporting three advisors with the support of a full time paraplanner and
Client Services associate. You will be the point of contact for clients while at the same time encouraged to learn more paraplanning skills with the view that you move into an Associate Advisor or Paraplanner Role.You will be managing the advice process as well as conducting research on advice strategies supporting the team. You will eventually evolve into doing holistic SOA’s and helping implement them to new and existing clients.This is a fantastic role for someone that enjoys working in a nice office supporting advisors and meeting clients.
Your ExperienceYou will have worked with in either a paraplanner or
Client Service role in the pastFinancial Planning EducationExperience with X-Plan is advantageousTo apply online, please click on the appropriate link.At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
SkillsClient Service and Financial Planning
EducationAssociate Degree/Diploma
Address
Salary
Sydney, NSW