Are you looking for an exciting chance in the new year?
We are seeking a motivated financial planning professional to join our client support team.Ongoing support and management of our clients is at the core of our business ethos, and our client services and advice development teams are at the forefront of maintaining those relationships and delivering exceptional service through our review program.
M Wealth has an established history (30+ years) in financial services and wealth management. We provide professional financial advice to high-net-worth family groups, professionals and individuals. Situated in Norwood, M Wealth is an employer of choice for those seeking to progress their career in the financial advice and wealth management.
This is a senior position, and you will have the opportunity to interact with and make a meaningful impact on the financial well-being of our clients. Additionally, the successful candidate would key contributor to the growth and development of our team The role would suit a talented and experienced Client Service Manager or associate.
This is a full-time position, and the primary responsibilities include:
Collaborate with financial advisors to maintain relationships with and provide high-end service to a panel of key clients. This includes preparation and processing of client documentation, handling client enquiries, and resolving issues.
Supervise, support, and provide training within the team as requested or required, and
Manage and maintain organised client files and records, coordinate and participate in client meetings as needed, and follow up on required action items.
About you
Proven experience as a Client Services Manager/associate, or related role
Some experience in a senior role, overseeing other team members
Strong understanding of financial planning concepts and regulations
Intermediate to advanced Microsoft Excel skills
Excellent analytical and problem-solving skills
Effective communication and interpersonal skills
Proficiency in financial planning software/tools (X Plan, Worksorted, etc)
Proficient with Microsoft Office
Ability to prioritize and perform multiple tasks with consistency and accuracy
Ability to work autonomously as well as contribute as a member of a team