Senior Client Services Manager - Flexible Finance Growth

DCL Recruitment; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Above market salary

Flexible working arrangements

Cohesive and supportive team

Training and mentoring

Fantastic work environment

Job summary

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.

Qualifications

• 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.

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

Skills

Interpersonal communication

Attention to detail

Financial services knowledge

3+ years supporting a Financial Advi

Tools

AdvisorLogic or similar advice software

Job description

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.