Client Services Manager - Sydney, Australia - Recruitment Alternative

Recruitment Alternative

Verified Company

Sydney, Australia

2 days ago

Posted by:

Olivia Brown

beBee Recruiter

Description

About the Employer

This is an excellent opportunity for a challenging role with growth potential close to home for someone committed to a career in Financial Planning.

Established 27 years ago this independent full spectrum financial services firm offering accounting and holistic financial advice across wealth creation, insurance, superannuation including SMSFs, retirement planning, estate planning and aged care is looking for an experienced Client Services Manager to work closely with the Principal Adviser to provide excellent service and improve business processes.

About the Role:

Joining a small but highly qualified team, this is a varied and busy role with the following responsibilities.

Onboarding new clients including project managing data collection / client updates
Liaising with Stockbrokers, Accountants, Lawyers, banks, Superannuation funds, Insurance companies etc.
Manage preparation for the client review process.
Assisting in client meetings and implementation of advice recommendations
Ownership of our CRM (Xplan) to maintain and build a comprehensive knowledge of clients
Work collaboratively in a team to improve business processes.

Benefits:

Based in the Upper North Shore
Secure and longterm opportunity
Work with an experienced and supportive team
Career development opportunities
Positive work/life balance encouraged with potential for flexible working arrangements.
Ongoing training & support

Skills and Experience:

Minimum 2+ years of office administration experience, preferably in Financial Planning or Accounting firm
Diploma of Financial Planning preferred but not required.
Strong Computer skills (MS Word, Outlook, Excel and Xplan). Xplan knowledge preferred but not essential.
Excellent verbal and written communication skills.
Strong numerical reasoning
Excellent interpersonal skills
A passion for customer service
Strong attention to detail and organisational skills
Enthusiastic with a desire to help people
Thrive on being busy and proactive

**Job ID: KM11710