Client Relationship | Administration | Financial Planning

PSK Private Wealth; Sutherland Shire Council; Vor Ort; AUD 90.000 - 110.000; Vollzeit

Zusammenfassung

PSK Private Wealth is seeking a dedicated Client Relationship Manager to join the Sutherland Office on a full-time basis. You will be the first point of contact for client queries and provide high-quality support to Financial Advisers within a collaborative team environment.

The role requires knowledge of financial services, superannuation, investments, and insurance, with experience using XPLAN. AMP North platform experience is highly desirable, and a customer-centric approach is essential.

Qualifikationen

• Intermediate understanding of the financial services industry.
• Knowledge of superannuation, pension, investments, SMSF and insurance.
• Experience implementing financial planning advice and strategy.

Aufgaben

• First point of contact with client queries by telephone, face to face and email.
• Maintain and ensure compliance of client files in the XPLAN database.
• Prioritise daily workload and prepare review, implementation and annual agreement documentation.

Kenntnisse

Client service

XPLAN

Financial services knowledge

Tools

XPLAN

AMP North platform

Jobbeschreibung

About the Role

Full Time | Sutherland

As a Client Relationship Manager (CRM) resource you will be required to work Full Time in our Sutherland Office, during the operating hours of Mon-Fri (8:30am-5pm). You will need to provide consistent superior client service and provide high quality support and assistance to Financial Advisers and be a part of the support team to deliver client outcomes for PSK Private Wealth.

Your work day will compose of the following tasks & responsibilities, such as;

• Being the first point of contact with client queries by telephone, face to face and email.

• Ensuring the maintenance and compliance of client files in the XPLAN database.

• Managing administrative functions by prioritising the daily workload and adhering to business workflow protocols. Including the accurate preparation of review, implementation and annual agreement documentation.

• Managing implementation of advice documents.

• Attending and actively participating in team meetings and training opportunities.

• Working effectively within your team pod to meet the needs of clients and peers.

About You

• Intermediate understanding and knowledge of the financial services industry.

• Knowledge of superannuation, pension, investments, SMSF and insurance.

• Previous experience in implementing financial planning advice and strategy.

• Experience using XPLAN software preferred.

• Previous experience with AMP North platform is highly desirable.

About us

PSK Private Wealth offers financial services that focus on clients’ unique goals and needs. We have 72 financial advisers and 186 support staff in 16 offices in NSW, WA, VIC, QLD, SA and ACT. Established in 1969, we are undergoing a period of growth to take our strategies to a bigger audience. Our unique success has been achieved through trust developed over years of providing advice to our clients and their families. Our values are founded on the ancient Greek meaning of PHILOTIMO, encompassing. “Duty, Honour, Decency and a Responsibility we have to each other.”

You are welcome here

We are an Equal Opportunity Employer, proudly welcoming people from all backgrounds. When you join PSK Private Wealth, we want you to bring your whole self to work - and we value your unique contribution.

Applications close: Thursday, 10th December 2026