Client Services Manager - Melbourne, Australia - TAP The Andersen Partnership

Description

TAP has partnered with a multi-office wealth management firm dedicated to providing exceptional financial advice and services to their valued clients

With a commitment to excellence and a client-centric approach, our client strives to deliver comprehensive solutions that meet their clients' financial goals.

We are currently seeking a highly motivated and skilled Client Services Manager to join these teams and contribute to their continued success.

About the role:

As a Client Services Manager, you will play a pivotal role in supporting the Financial Advisors and ensuring the smooth operation of their wealth management services.

Key Responsibilities:

• Work alongside the financial planning team to deliver excellent customer outcomes
• Schedule reviews & appointments on behalf of your financial adviser
• Liaise with clients to request and follow up on necessary information
• Complete Pre-Assessments
• Updating internal CRM & client records
• Liaise with counterparties to complete/resolve implementations
• Document preparation
• Ad-Hoc administration tasks

About you:
-1-2 Years Client Services Officer/Manager experience

• Highly motivated
• Strong communication skills
• Empathetic
• Organized with strong attention to detail
• Ability to work both independently and within a team
• Experience with financial planning software is highly desirable

If you are a self-motivated individual with a passion for wealth management, we would love to hear from you.

Please contact Jasper Pritchard on or at for a confidential discussion.

Note:
Only shortlisted candidates will be contacted for an interview.
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