We are partnered with an award-winning, multi-disciplinary professional services firm that is Great Place to Work certified. Due to growth within their financial advice division, they are seeking an experienced Client Services Manager to join their Sydney team.

Our client supports multiple avenues for career progression. If you're a career CSM, interested in progressing to senior client services roles, or keen to become a financial adviser in the future, we encourage you to apply.

Benefits:

• 1 day work from home per week
• Award-winning firm, Great Place to Work certified
• Opportunity to develop into a financial adviser position in the future
• Regularly ranks in the AFR top 100 firms
• Exposure to HNW clients and complex strategies

Tasks and responsibilities:

• Provide full adviser support
• Be a point of contact for clients and develop client relationships
• Prepare forms and documents for client meetings and annual reviews
• Gather information on clients accounts
• Implement financial advice recommendations across multiple investment platforms and product providers
• Provide general admin support

About you:

• 2+ years previous experience in a CSO/CSM role supporting financial advisers
• Advice implementation experience
• Excellent communications skills, both written and verbal
• Able to work autonomously and as part of a team
• Strong attention to detail

Salary is flexible depending on experience, up to $80,000 + Super.

How to apply:

If you're interested please send your CV to Ben Sultmann at [email protected]

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs