About the role
This part-time Client Services Manager role at Allied Wealth offers an exciting opportunity to join a leading financial planning firm in the heart of Sydney. As Client Services Manager, you will be responsible for providing exceptional client support and managing day-to-day operations, helping to ensure the continued growth and success of the business.

What you'll be doing

Providing high-quality client service and support, responding promptly to client enquiries and requests

Assisting with the preparation of financial planning documents and client correspondence

Maintaining detailed client records and ensuring all client information is up-to-date and secure

Liaising with financial advisers and other team members to coordinate client meetings and manage client activities

Handling general administrative tasks to support the efficient running of the office

Contributing to the continuous improvement of client service and operational processes

What we're looking for

Minimum 2-3 years' experience in a client services or administrative role within the financial services industry

Strong interpersonal and communication skills, with the ability to build rapport and provide excellent customer service

Excellent organisational and time management skills, with the ability to prioritise and multitask effectively

Proficiency in using financial planning software and Microsoft Office applications

A keen eye for detail and the ability to maintain accurate records and documentation

A team player with a positive, proactive attitude and a commitment to continuous improvement

What we offer

At Allied Wealth, we are committed to providing a supportive and flexible work environment that allows our employees to thrive. We offer a range of benefits, including:

• Competitive part-time salary and annual bonus potential
• Ongoing training and professional development opportunities
• Flexible work arrangements

If you are passionate about providing exceptional client service and contributing to the success of a dynamic financial planning firm, we encourage you to apply for this role today.