Senior Client Service Manager

Established in 2008, our client is a highly respected Private Wealth Practice currently experiencing strategic growth. To support this expansion, we are seeking an additional resource to work alongside a senior private wealth adviser, managing a high-touch client book.

In this role within a 10-person team, your key responsibilities will include:
 

• Engaging with clients and delivering exceptional service
• Preparing paperwork and documentation for client meetings
• Managing client files and submissions
• Coordinating with third parties regarding client matters
• Checking, submitting, and following up on all client applications and recommendations
• Ensuring accurate recording of all client data from fact-finding into business systems
• Responsively handling client inquiries
• Generating innovative ideas to enhance the business in line with our continuous improvement journey

The ideal candidate will have:
 

• A minimum of 2-3 years of experience in a support role within a Financial Advice Practice
• Familiarity with Xplan or similar advice systems
• Implementation experience
• Strong customer service skills
• Excellent organization and attention to detail

As a Client Service Manager, you will receive a competitive salary of $85,000 to $105,000 plus superannuation, along with the opportunity to be part of a flexible work environment that promotes a healthy work-life balance.

We are an equal opportunity employer and encourage applications from all qualified individuals, regardless of gender, race, disability, or age. Flexibility and understanding of family commitments are central to our values, and we strive to create an inclusive and supportive work environment for all our employees.

To apply for this position, please click 'apply now' or contact James on 0451 831 *** to discuss further.