Client Services Manager

TAP has partnered with a multi-office wealth management firm dedicated to providing exceptional financial advice and services to their valued clients!

With a commitment to excellence and a client-centric approach, our client strives to deliver comprehensive solutions that meet their clients’ financial goals.

We are currently seeking a highly motivated and skilled Client Services Manager to join these teams and contribute to their continued success.

About the role:

As a Client Services Manager, you will play a pivotal role in supporting the Financial Advisors and ensuring the smooth operation of their wealth management services.

Key Responsibilities:

-Work alongside the financial planning team to deliver excellent customer outcomes
-Schedule reviews & appointments on behalf of your financial adviser
-Liaise with clients to request and follow up on necessary information
-Complete Pre-Assessments
-Updating internal CRM & client records
-Liaise with counterparties to complete/resolve implementations
-Document preparation
-Ad-Hoc administration tasks

About you:

-1-2 Years Client Services Officer/Manager experience
-Highly motivated
-Strong communication skills
-Empathetic
-Organized with strong attention to detail
-Ability to work both independently and within a team
-Experience with financial planning software is highly desirable

If you are a self-motivated individual with a passion for wealth management, we would love to hear from you.

Please contact Jasper Pritchard on 0423 736 *** or at **********@andersenpartnership.com for a confidential discussion.

Note: Only shortlisted candidates will be contacted for an interview.