Client Services Manager — Hybrid, Growth & Operations Lead

Saikal-Skea Independent Financial Advice; South Canberra; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Additional leave (5 days)

Wellness leave (2 days)

Birthday off

WFH 1 day per week

FAAA Congress trip

Job summary

Saikal-Skea Independent Financial Advice is expanding its client services function from Kingston ACT. This newly created role offers scope to shape how the team operates, with hands-on duties and opportunities to move into a senior client service and operations position.

You will implement advice, manage open matters, and help develop processes as the business grows. The ideal candidate is organized, detail-oriented, capable of taking ownership, and comfortable working in a small, growing firm

Qualifications

• 3+ years experience in financial planning client services or practice administration
• Hands-on experience implementing advice including rollovers, platforms and investment applications
• Strong attention to detail and ability to manage many open matters to deadlines

Responsibilities

• Manage implementation of advice, including hands-on work and oversight of associates and assistants
• Prepare, lodge and track applications and forms (rollovers, pension starts, platform/investment apps) and insurance paperwork
• Assist with defined benefit paperwork, including CSC matters
• Keep clients updated on progress and required inputs
• Verify recommendations are implemented and files closed with records
• Own the annual client review calendar and ensure timely reviews
• Be first point of contact for client queries and route to adviser as needed
• Maintain CRM client records ensuring accuracy and currency
• Identify and resolve service issues early and escalate where needed
• Manage ongoing fee arrangements and consent renewals to prevent lapses

Skills

Client services

Hands-on implementation

Attention to detail

Ownership mindset

Tools

CRM system

Job description

Saikal-Skea Independent Financial Advice is expanding its client services function from Kingston ACT. This newly created role offers scope to shape how the team operates, with hands-on duties and opportunities to move into a senior client service and operations position.

You will implement advice, manage open matters, and help develop processes as the business grows. The ideal candidate is organized, detail-oriented, capable of taking ownership, and comfortable working in a small, growing firm