Graduate Client Services Manager - Financial Planning

Vivere Recruitment Group; Sydney; On-site; AUD 60,000 - 85,000; Full time

Job summary

Vivere Recruitment Group is seeking a proactive individual to support Senior Financial Advisers in delivering high-quality financial advice and ongoing service to new and existing clients in Sydney, Australia.

You will assist advisers in maintaining relationships with high-net-worth clients, handle onboarding and administrative tasks, and contribute ideas in team settings to support the advisory process.

Qualifications

• Must be currently studying or have completed financial planning qualifications.
• Demonstrates strong interest in financial advice and client service.
• Displays strong analytical and problem-solving skills with attention to detail.

Responsibilities

• Assist with client service, implementation and administrative functions.
• Build strong client relationships and be the first point of contact for enquiries.
• Meet and greet clients upon arrival and support onboarding and ongoing management.
• Contribute ideas during team meetings and with management.

Skills

Analytical thinking

Problem solving

Attention to detail

Interest in financial advice

Education

Financial planning qualifications

Job description

The Role

Support Senior Financial Advisers in the provision of advice and ongoing service to new and existing clients. You will be a key player in assisting advisers in helping them continue to build their relationships with a range of HNW clients.

Responsibilities

• Assist with client service, implementation andadministrative functions.
• Build strong client relationships.
• Meet and Greet clients upon arrival and be the first point of contact for allcustomer enquiries.
• Assist with onboarding new clients and assist with any ongoing management.
• Contribute ideas/suggestions during team meetings and one-on-one with the management team.
• Assist in month reporting and any ongoing compliance requirements.
• Provide ongoing support to financial planners and other members of the support team

Experience

• Currently studying or completed financial planning qualifications
• Strong interest in financial advice
• Strong analytical and problem-solving skills
• Attention to detail
• Open to part time or full-time hours