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, flexible 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’ new 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

Robust 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 environment where your milestones and achievements are celebrated

📌 Senior Client Services Manager (Sydney)
🏢 DCL Recruitment
📍 Sydney