Senior Client Service Manager

Fiducian Financial Services; Sydney; On-site; AUD 110,000 - 160,000; Full time

Job summary

Fiducian Financial Services in Sydney is seeking a Senior Client Service Manager to lead client and adviser workflow using Todoist and implement recommended strategies. You will coordinate reviews and meetings with existing clients and third parties.

In this role, you will manage bookings, draft and send Ongoing Service Agreements and invoices, and ensure timely sign-offs with HQ. You will maintain accurate client folders and support the advisory team to deliver high-quality service.

Qualifications

• At least 5 years experience in the financial services sector.
• Ability to manage client and adviser office workflow.
• Strong communication skills with clients and third parties.
• Proficiency with task management and CRM systems.
• Attention to detail and compliance awareness.

Responsibilities

• Check for new bookings and coordinate file notes with the team.
• Check emails and reply to clients and third parties as needed.
• Archive relevant email correspondence with clients and advisers.
• Review workflow program (Todoist) and update team during meetings.
• Create Todoist cards for upcoming reviews and share with the team.
• Prepare and send Ongoing Service Agreements and invoices on time.
• Send Review Packs to clients and assist them in booking meetings.
• Audit client folders and create tasks to collect documents.
• Update expired binding nominations on client accounts and perform KYC checks.
• Email prospects booking information and online form links for first consult bookings.

Skills

Workflow management

Client communication

CRM proficiency

Attention to detail

Compliance awareness

Tools

Todoist

CRM software

Job description

This is a Senior Client Service Manager role in the financial services sector, responsible for managing client and adviser office workflow using Todoist and implementing recommended strategies. You will communicate with existing and new clients and third parties to coordinate reviews and meetings.

Key responsibilities

• Check for new bookings and task team for file notes
• Check emails and reply to clients and third parties as needed
• Save email correspondence with clients and advisers where relevant
• Conduct detailed checks and updates of workflow program (Todoist) and update team during workflow meetings
• Create Todoist cards for review clients a month before meetings and share with team members
• Prepare and send Ongoing Service Agreements and invoices, ensuring all agreements are signed on time and sent to HQ
• Send Review Packs to clients and assist them in booking meetings
• Audit review client folders and create tasks to collect new documents
• Check and update expired binding nominations on client FSS accounts and KYC on client Fiducian Investment accounts
• Email prospects booking information and online form links, and facilitate first consult booking

About you

• At least 5 years experience in the financial services sector
• Ability to manage client and adviser office workflow
• Strong communication skills with existing and new clients and third parties
• Proficiency with task management and CRM systems
• Attention to detail and compliance awareness