Client Experience Manager - Financial Planning

Godfrey Group Recruitment; Sydney; On-site; AUD 80,000 - 110,000; Full time

Job summary

Godfrey Group Recruitment is seeking an experienced Client Service Manager for a wealth management advisory firm in Sydney. You will support Financial Advisers with seamless client service, manage implementation of advice, and maintain client data.

Ideal candidates have 2-3 years in client service within financial planning, strong Xplan knowledge, and excellent communication. This permanent, on-site role offers growth within a close-knit team and a focus on service quality.

Qualifications

• 2–3 years of client service experience within a financial planning firm.
• Natural ability to engage with people directly, particularly busy professionals.
• Solid Xplan knowledge and MS Office skills.

Responsibilities

• Provide seamless support to the advisers and manage the implementation of advice.
• Answer general enquiries from clients 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.

Skills

Client service

Interpersonal skills

Communication

Attention to detail

Organisational skills

Relationship-building

Client inquiries handling

Tools

Xplan

MS Word

Outlook

Excel

Job description

Godfrey Group Recruitment is seeking an experienced Client Service Manager for a wealth management advisory firm in Sydney. You will support Financial Advisers with seamless client service, manage implementation of advice, and maintain client data.

Ideal candidates have 2-3 years in client service within financial planning, strong Xplan knowledge, and excellent communication. This permanent, on-site role offers growth within a close-knit team and a focus on service quality.