Client Services Manager - Financial Advisory firmA well-established financial planning practice on St Kilda Road is seeking an experienced Client Services Manager to join its team.Supporting a group of experienced Financial Advisers, you will play an key role in delivering a high standard of service to clients while ensuring the advice process runs efficiently and accurately.This is a broad role suited to someone who enjoys variety, takes pride in their work and values being part of a professional, collaborative team.Responsibilities include, but are not limited to -Prepare review packs and meeting documentationCoordinate recent client onboarding and account establishmentManage portfolio transactions, contributions, withdrawals and transfersPrepare and issue advice and consent documentationLiaise with platforms,
product providers and clientsSupport advisers with workflow management and ongoing client servicingAssist in coordinating offshore administration supportMaintain accurate client records and compliance documentationExperience required -Experience within financial planning or wealth managementStrong client service and administration skillsKnowledge of advice processes and investment platformsExcellent organisational and prioritisation skillsHigh attention to detailStrong communication and relationship-building skillsProfessional, reliable and proactiveAnd in return, you will receive -Established and respected advice businessSupportive and experienced team and leadersBroad role with genuine varietyDirect exposure to advisers and clientsLong-term career opportunityIf you are looking for a stable, skilled environment where you can build on your financial planning experience and be part of a highly regarded team, we would love to hear from you.
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