Senior Client Services Manager

DCL Recruitment; Sydney; Ibrido; AUD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Above market salary

Flexible working arrangements

Cohesive and supportive team

Training and mentoring

Fantastic work environment

Descrizione del lavoro

DCL Recruitment is seeking a Senior Client Services Manager for a boutique financial planning business located in Dee Why, Sydney. You will work autonomously alongside the financial advisers, delivering professional client services and administration while getting to know your clients well.

The role offers flexible work arrangements, exposure to a diverse client base, competitive remuneration and long-term career opportunities within a close-knit, supportive team.

Competenze

• Minimum 3 years experience supporting a Financial Adviser.
• Experience with AdvisorLogic or similar advice software.
• Positive attitude and desire to work as part of a high functioning team.
• Strong interpersonal communication skills.
• High attention to detail and accuracy.
• Sound understanding of the financial services industry.

Mansioni

• Liaising with clients, third party product and service providers
• Supporting the finalisation of statements and records of advice
• Responsible for ‘on boarding’ new clients and ongoing administration of existing clients
• Responsible for the implementation of advice documents & providing progress/completion updates for clients
• Producing correspondence, reports and non advice related support
• Client database management

Conoscenze

Interpersonal communication

Attention to detail

Financial services knowledge

3+ years supporting a Financial Advi

Strumenti

AdvisorLogic or similar advice software

Descrizione del lavoro

Our client is a highly regarded boutique financial planning business who are experiencing a high growth phase and are looking to welcome into their team a Senior Client Services Manager.

Located in Dee Why they offer invaluable exposure to a diverse client base within a close knit and supportive team, flexible work arrangements, competitive remuneration and long term career opportunities.

The Role

Working autonomously alongside the financial advisers you will be responsible for the professional delivery of client services and administration getting to know your clients well.

Responsibilities

• Liaising with clients, third party product and service providers
• Supporting the finalisation of statements and records of advice
• Responsible for ‘on boarding’ new clients and ongoing administration of existing clients
• Responsible for the implementation of advice documents & providing progress/completion updates for clients
• Producing correspondence, reports and non advice related support
• Client database management

Ideally you will have

• Minimum 3 years experience supporting a Financial Adviser
• Experience with AdvisorLogic or similar advice software
• Positive attitude and desire to work as part of a high functioning team
• Strong interpersonal communication skills
• High attention to detail and accuracy
• Sound understanding of the financial services industry

• Dee Why Location – street parking and close to public transport
• Above market salary $$
• Flexible working arrangements
• Cohesive and supportive team
• You will be rewarded with training mentoring, a fantastic work environment where your milestones and achievements are celebrated!