Senior Client Services Manager

The role: 

We are a reputable, boutique financial planning business that is dedicated to advising and supporting a range of clients with tailored financial solutions to make a real difference in their lives. 

We are looking for a Senior Client Services Manager (CSM) to join our growing team and support the implementation of advice within the business. Based in Sydney’s Northern Beaches, we offer competitive renumeration, a flexible work environment, a collaborative and supportive team culture and a flat management structure.

Position title:                                Senior Client Service Manager 

This role reports to:                    Directors Lifestyle Planning                     

Roles supporting this position:  Outsource Administration Providers   

Main objective 

The Senior Client Services Manager (CSM) is primarily responsible for performing the tasks that comprise the implementation and ongoing administration of clients’ financial strategies. 

Duties & responsibilities include:

• Supporting the finalisation of Statements and Records of Advice.
• Responsibility for the ‘on-boarding’ of new clients and ongoing administration support of existing clients.
• Responsibility for the implementation of advice documents including SOAs, ROAs, review documents and applications. 
• Producing correspondence, reports and non-advice related customer service and support.
• Liaising with clients, third party product and service providers.
• Providing progress/completion updates to clients.
• Managing the upkeep of accurate data using Adviser Logic and other business systems as required.
• Ensuring the business ‘WIP’ is being efficiently processed, identifying any systematic issues.
• Make certain that documents and processes are in line with required compliance standards.
• Ensuring effective communication between clients and the business and the development of strong client relationships. 

Experience:

• 2 years or more of financial planning industry experience.

Behavioural characteristics:

• Positive attitude to colleagues, clients and work responsibilities and challenges.
• Desire to work as part of a high-performing team.
• Ability to manage and foster positive relationships with a diverse range of people.
• Strong interpersonal and communication skills.
• Strong organisational and time management skills.
• Attention to detail and accuracy.
• Excellent interpersonal and problem-solving skills.
• Ability to work autonomously to achieve client outcomes within defined business processes and required deadlines.
• Sound understanding of the financial services industry.

Technical capabilities & qualifications:

• Strong computer literacy including a sound understanding of Word and SharePoint.
• Excellent task and time management skills.
• RG 146 would be highly regarded.
• Knowledge of AdviserLogic would be well regarded.