Client Services Manager

Opulen Financial Solutions is a boutique financial planning business based in North Adelaide. As a firm, we strive for the best possible outcomes for our clients, our team and our community. 

We are currently seeking a motivated and experienced Client Services Manager (CSM) to join our fun and vibrant team.  We focus our efforts on what adds value to our clients. We don't have unnecessary meetings, red tape and bureaucracy that you may find elsewhere.  If it doesn’t help our clients or our team’s wellbeing – we won’t do it! We like to call it our “No BS” policy. 

From your perspective, we want you to take ownership of your position and run our office like it’s yours! You will play a vital role in providing exceptional administrative support to our two financial planners and direction to our administration staff. The usual things like having organisational skills and ability to prioritise and manage workflow are naturally also important. Above all however, we are looking for a team player who is approachable, personable, and thrives in a positive and collaborative work environment. 

What we offer:

• A great work environment. We respect and value our team.  If it’s your birthday, you’ll be required to attend a mandatory team lunch so we can celebrate. We also have numerous social and client functions throughout the year.  As our CSM you will have major input into where and what we do – we want your opinion!
• Great Location. Our office is situated in Melbourne Street, North Adelaide offering great local hotels, cafes and parks.
• Work with an awesome client group.  You'll get to know every client individually. 
• Ability to shape the future of Opulen – we have quality systems, processes, tools and a supportive team.  However, being “boutique” as we like to call it, each team member can directly influence how we deliver excellent financial advice and service.
• Training and development – we’ll support you with direct guidance from our two highly qualified and experienced advisers and a great admin team.  We also have many industry contacts and partners so if there’s something you need we can arrange external training.
• Great coffee – no “International Roast” here. Quality coffee is always on hand and if there’s a bickie or a snack you want – just pop it on the shopping list and ‘voila’ it will appear in the staff room before you know it.
• Give ‘n Take – we care about productivity not the clock!  We understand that sometimes “things" pop up in our lives.  So, on the occasion that you’re running late or you have to leave early; don’t sweat it, we get it.
• A great salary + bonuses.  

Your responsibilities will include:

• Delivering exceptional service to clients
• Prioritisation of daily tasks and managing the workflow of our two advisors
• Driving the end-to-end client advice process, from first initial meeting to implementation of strategies
• Preparing and reviewing client advice/review documents for presentation
• Implementing Advice (SoAs, RoAs) with precision, accuracy and on time
• CRM system integrity and ensuring client files are compliant and up-to-date
• Supporting and mentoring our administration team
• Organising client events.

Minimum attributes you will possess:

• Prior experience in a financial planning administration role or similar (accounting, insurance, broking etc)
• Excellent attention to detail and ability to consistently deliver high quality work
• A strong work ethic and good time management.  You’re a “can do” type of person
• Exceptional communication skills
• Willingness to keep learning new things.

Ideal (but not essential) attributes you may possess:

• Knowledge of superannuation, investment and insurance products from an administration perspective 
• 5+ years of financial planning administration experience, demonstrating a solid understanding of industry best practice
• Proficiency in using financial planning software and CRMs

Actual salary will be negotiated with the successful candidate and will be commensurate with skills and abilities.  A part-time role would also be considered for the right person.

Please submit your application and resume to ****@opulenfs.com.au by Monday the 29th of January 2024. 

We look forward to meeting you.