Client Services Manager: Financial Advisory Support

Enlightened Financial Solutions; Mackay Regional; On-site; AUD 70,000 - 85,000; Full time

Benefits offered by this job

9-day fortnight

5 weeks of annual leave

Discounted corporate health cover

Employee Assistance Program

Job summary

A financial services company based in Mackay, Queensland, is seeking a Client Services Manager to support Financial Advisors. This position involves managing client communications, assisting with the advice process, and ensuring compliance with financial governance. The role requires strong communication skills and at least 2 years of relevant experience. The company offers a unique 9-day fortnight and additional benefits to promote inclusivity and community values.

Qualifications

• Minimum 2 years' experience in a similar role in financial services.
• Proficient in Microsoft Office; XPlan experience is advantageous.
• Knowledge of compliance and privacy guidelines.

Responsibilities

• Support Financial Advisors with client interactions and documentation.
• Manage client communications regarding Financial Advice.
• Assist with regulatory obligations and service agreements.

Skills

Communication skills

Organizational skills

Time management skills

Knowledge of financial governance

Experience with Microsoft Office

Tools

XPlan

Job description

A financial services company based in Mackay, Queensland, is seeking a Client Services Manager to support Financial Advisors. This position involves managing client communications, assisting with the advice process, and ensuring compliance with financial governance. The role requires strong communication skills and at least 2 years of relevant experience. The company offers a unique 9-day fortnight and additional benefits to promote inclusivity and community values.