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    Senior Client Services Manager - New South Wales, Australia - DCL Recruitment

    DCL Recruitment
    DCL Recruitment New South Wales, Australia

    5 days ago

    Default job background
    Full time
    Description

    Senior Client Services Manager

    **SUCCESSFULLY FILLED**

    Above Market Salary $$$

    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

    Please send your resume to or call Helen for more information on

    Register your interest online
    OR
    Call DCL Recruitment on

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