Our client is a highly regarded boutique financial planning business who are experiencing a high growth phase and are looking to welcome into their team a Senior Client Services Manager.

Located in Dee Why they offer invaluable exposure to a diverse client base within a close knit and supportive team, versatile work arrangements, competitive remuneration and long term career opportunities.

The Role

Working autonomously alongside the financial advisers you will be responsible for the professional delivery of client services and administration getting to know your clients well.

Responsibilities
Liaising with clients, third party product and service providers
Supporting the finalisation of statements and records of advice
Responsible for ‘on boarding’ current clients and ongoing administration of existing clients
Responsible for the implementation of advice documents & providing progress/completion updates for clients




Producing correspondence, reports and non advice related support
Client database management

Ideally you will have
Minimum 3 years experience supporting a Financial Adviser
Experience with AdvisorLogic or similar advice software
Positive attitude and desire to work as part of a high functioning team
Strong interpersonal communication skills
High attention to detail and accuracy
Sound understanding of the financial services industry
Dee Why Location – street parking and close to public transport
Above market salary $$
Flexible working arrangements
Cohesive and supportive team
You will be rewarded with training mentoring, a fantastic work setting where your milestones and achievements are celebrated!
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📌 Senior Client Services Manager Sydney
🏢 DCL Recruitment
📍 Sydney