Hybrid Client Services Manager – Private Wealth

Advance Recruitment Partners; North Sydney Council; Hybrid; AUD 85,000 - 120,000; Part time

Job summary

Advance Recruitment Partners in North Sydney is seeking a skilled Client Services Manager to support a high-net-worth private wealth practice. You will play a pivotal role in interpreting SOAs/ROAs and coordinating implementation with experienced Financial Advisers.

This role is ideal for someone with hands-on client services within a Financial Planning environment, able to manage the full lifecycle of advice implementation and ongoing administration, including CRM and compliance records, with

Qualifications

• Experience reading and interpreting Statements of Advice (SOAs) and Records of Advice (ROAs).
• Direct experience supporting Financial Planners / Advisers.
• Strong administration and workflow management skills.

Responsibilities

• Read and interpret SOAs/ROAs and coordinate implementation of advice.
• Process superannuation, pension, investment and platform transactions.
• Manage applications, rollovers, contributions and withdrawals.

Skills

SOA interpretation

ROA interpretation

Client services

Financial planning support

CRM management

Tools

CRM systems

Job description

Advance Recruitment Partners in North Sydney is seeking a skilled Client Services Manager to support a high-net-worth private wealth practice. You will play a pivotal role in interpreting SOAs/ROAs and coordinating implementation with experienced Financial Advisers.

This role is ideal for someone with hands-on client services within a Financial Planning environment, able to manage the full lifecycle of advice implementation and ongoing administration, including CRM and compliance records, with