An exceptional opportunity has arisen for an experienced Client Services Manager to join highly regarded, boutique advice firm supporting the owner/principal advisor. This is an opportunity to work with a very well respected female advisor in a role that will offer progression to practice management.

The firm is an impressive inner east based business that boasts an enviable reputation, not only for provision of quality advice, but also for the work place culture and environment. Offering flexibility and a cohesive, stable small team, you will have the opportunity to take the reins of this role and make it your own while becoming a dedicated and committed right hand.

This role will be primarily responsible for supporting the advisor in the provision of the highest level of service to their portfolio of clients as well as implementation of advice, being a key point of contact to the clients, and introducing and managing offshore administration. Exemplary client service is required and previous experience working with a financial planning business is essential.

This role would be best suited to either a career CSM or an experienced CSM looking for a path to management in a boutique environment.

To be considered, as we expect a lot of interest, the essential requirements include:

3+ years in a client services/advisor support role in financial planning

strong Xplan skills

industry relevant qualifications such as DFP, ADFP or Bachelor's Degree

advanced computer skills and IT literacy

ability to build strong rapport with clients, other team members and third parties.

excellent personal presentation

exceptional communication skills, both oral and written

high levels of attention to detail and accuracy

commitment to either 3 or 4 days in the office

team player mentality and desire to establish strong relationship with advisor for the long term

close proximity to offer in Inner East preferred

In turn, you will be afforded the opportunity to cement yourself with one of Melbourne's best female led financial planning firms that will offer flexibility, an supportive environment, and attractive remuneration. Desire to work in a boutique firm together with wanting a long term, stable business that will offer the utmost in work/life balance is essential. In turn, you will enjoy a part time role and career progression opportunities to either operations management if desired.

Part time Practice/Office managers also welcome to apply.

Applications to be sent to Kim Eveleigh at [email protected].

For further information or a confidential discussion please contact Kim on 0405 990 045.

SALARY $70k - $90k + SUPER pr orated