This wealth management advisory firm possesses a strong reputation and specialises in wealth preservation, estate planning, financial management strategies and investment management. Their HNW client base highly regard the strong business ethics which facilitate the consistent growth of the business.
The Chance
This opening is for an experienced Client Service Manager to join a close-knit team of driven and process-centric financial professionals. You will assist in providing seamless client services support to the Financial Advisers.
Ideal for a self-motivated and organised individual with a passion for quality client service.
This varied and challenging position is suited to a client service professional who is looking to take on an energetic and challenging position. Long-term and permanent role - grow within the business and build on your existing skill set.
The Role
- Provide seamless support to the advisers and manage the implementation of advice
- Answer general enquiries from clients. This will be in all forms,
including in-person, by telephone, email or mail correspondence
- Act as the first point of contact for all portfolio management and implementation queries
- Maintain Xplan and all other client databases and transaction records
- Ensure all online systems and resources are operational, maintained and current
- Provide exceptional implementation support to all clients
- Develop and maintain client relationships
The Candidate
- Have at least 2-3 years of client service experience within a financial planning firm
- A natural ability to engage with people directly, particularly busy professionals – this is an integrated accounting and advice practice
- Solid Xplan knowledge and skills
- Strong computer skills (MS Word, Outlook, Excel)
- Highly developed relationship-building skills
- High attention to detail with superb organisation skills
- Excellent communication skills both written and verbal
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📌 Client Service Manager (New South Wales)
🏢 Godfrey Group Recruitment
📍 New South Wales
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