Client Success Manager - Financial Planning

CANDOR Recruitment; Adelaide; In loco; AUD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

CANDOR Recruitment partners with an established financial planning firm in Adelaide. This Client Service Manager role focuses on delivering high-quality service across onboarding, advice implementation, and ongoing client support in a team-oriented culture.

You will support one adviser, manage documentation and compliance, prepare for client meetings, and contribute to improving service delivery through efficient processes.

Competenze

• 2+ years experience in financial planning.
• Strong organisational and communication skills with a client-first mindset.
• Ability to manage competing priorities while maintaining quality and compliance standards.
• XPLAN experience is highly regarded.

Mansioni

• Act as a key point of contact for clients, guiding them through onboarding, advice implementation, and ongoing service
• Manage and coordinate documentation, compliance requirements, and client records
• Support Financial Advisers with client meeting preparation, file notes, and follow-up actions
• Drive continuous improvement in team processes and service delivery standard

Conoscenze

Client service

Organisational skills

Communication

Prioritization

Strumenti

XPLAN

Descrizione del lavoro

CANDOR Recruitment partners with an established financial planning firm in Adelaide. This Client Service Manager role focuses on delivering high-quality service across onboarding, advice implementation, and ongoing client support in a team-oriented culture.

You will support one adviser, manage documentation and compliance, prepare for client meetings, and contribute to improving service delivery through efficient processes.