Remote Client Services Manager — Financial Advice & AI

Stitch Partners; Sydney; Remote; AUD 50.000 - 80.000; Teilzeit

Zusammenfassung

Stitch Partners is seeking an experienced Client Service Manager for a genuinely flexible, remote role. You’ll support one Adviser and a client portfolio, acting as the main contact to keep processes compliant and progressing.

You’ll need broad financial advice experience, strong client coordination and a proactive mindset to prioritise and triage needs, with an interest in AI and modern tools like monday.com and co-pilot.

Qualifikationen

• Broad experience within financial advice.
• Excellent client coordination and communication skills.
• Confidence across platforms and implementation.
• Experience preparing Records of Advice.
• Strong compliance knowledge and attention to detail.
• Excellent organisation and the ability to work autonomously.

Aufgaben

• You’ll be a key point of contact for clients and support an Adviser.
• You’ll keep everything organised, moving and compliant, not just processing work.
• You’ll think ahead, triage client needs and manage moving parts around an Adviser.

Kenntnisse

Financial advice

Client coordination

Communication

Platform confidence

Records of Advice

Compliance

Autonomy

Tech interest

Jobbeschreibung

Stitch Partners is seeking an experienced Client Service Manager for a genuinely flexible, remote role. You’ll support one Adviser and a client portfolio, acting as the main contact to keep processes compliant and progressing.

You’ll need broad financial advice experience, strong client coordination and a proactive mindset to prioritise and triage needs, with an interest in AI and modern tools like monday.com and co-pilot.