Client Services Manager - Lower North Shore - Financial Planning
FS Recruitment Solutions
Posted 4 days ago
About the Firm
A boutique, integrated professional services group renowned for delivering personalised and transparent financial advice is seeking a Client Services Manager. With a collaborative team of specialists in wealth management, chartered accounting, legal, mortgage and finance services, the firm offers comprehensive solutions tailored to clients' unique needs. Their wealth management division combines best-in-class financial structures, reporting, and research data with customised advice and full transparency.
The Opportunity
The Client Services Manager will serve as the primary liaison between clients and advisors, ensuring the seamless implementation and management of clients' financial affairs. Responsibilities include managing client documentation and processes to ensure the provision of compliant financial advice.
Key Responsibilities
Act as the main point of contact for clients, addressing inquiries and providing exceptional service.
Coordinate with financial advisors to implement and manage clients' financial strategies.
Oversee the preparation and management of client documentation, ensuring compliance with regulatory standards.
Maintain accurate client records and manage administrative tasks related to client accounts.
Collaborate with internal teams to enhance client service delivery and operational efficiency.SEEK
About You
Previous experience in a client services role within the financial services industry.
Strong understanding of financial planning processes and compliance requirements.
Excellent communication and interpersonal skills, with a client-centric approach.
Highly organised with strong attention to detail and the ability to manage multiple tasks.
Proficient in using financial planning software and Microsoft Office Suite.
Benefits
Work within a supportive and collaborative team environment.
Opportunities for professional development and career progression.
Engage with a diverse client base, providing tailored financial solutions.
Be part of a firm that values personalised service and full transparency in financial advice.
If you are interested in this position, please apply now or contact:
Kiera Brown
Director, FS Recruitment
0409 598 111
About FS Recruitment Solutions
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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