Client Services Manager — Financial Planning & Implementation Lead

Advance Recruitment Partners; Melbourne; Vor Ort; AUD 90.000 - 110.000; Vollzeit

Zusammenfassung

Advance Recruitment Partners is seeking an experienced Client Services Manager for its South Yarra location, to support two Financial Advisers within a collaborative client services team. The role focuses on efficient advice implementation, client reviews, and ongoing service delivery.

The ideal candidate has hands-on experience in financial planning, strong organisational skills and a proactive, positive attitude to thrive in a modern advisory environment.

Qualifikationen

• Experience in a CSM/CSO or Adviser Support role within financial planning.
• Strong hands-on advice implementation experience with understanding of SOAs, ROAs and the advice process.
• Excellent organisational skills and a proactive, collaborative approach.

Aufgaben

• Coordinate advice implementation and ensure recommendations are actioned efficiently.
• Support Advisers through the advice process, including client reviews and ongoing service.
• Prepare and process client documentation, applications and transactions.
• Liaise with clients, platforms and product providers.

Kenntnisse

Advice implementation

CSM/CSO experience

Organisational skills

Collaborative team player

Jobbeschreibung

Advance Recruitment Partners is seeking an experienced Client Services Manager for its South Yarra location, to support two Financial Advisers within a collaborative client services team. The role focuses on efficient advice implementation, client reviews, and ongoing service delivery.

The ideal candidate has hands-on experience in financial planning, strong organisational skills and a proactive, positive attitude to thrive in a modern advisory environment.