Client Service Manager – HNW & Investments | Sydney, CBD
This role will suit an experienced HNW & Investments client service manager or administration professional seeking to further develop a career in the Financial Planning sector.
Integrated Accounting & Financial Planning business
High Touch Investments focus
Corporate CBD offices
Client Centric advice
The Business
A fantastic opportunity has arisen to become a member of a successful, expanding Financial Planning practice within a leading mid-sized CBD integrated accounting and advice practice.
HNW Practice, with two Senior Financial Advisers and support staff specialising in investments and directly held assets. Dynamic, innovative, fast paced business with a market leading investment advice team.
You will be joining a team of highly skilled Advisers and Client Service specialists servicing a large and loyal base of client groups.
The Position - HNW Client Service Manager
The primary objective of the role is to provide high level service to clients and support the Financial Planners with client enquiries, client reviews and advice implementation. You will also liaise with and support the Paraplanning SOA/ROA function with a team of outsourced professionals.
Responsibilities:
- Implementation of SOA's / ROA's - Investment focussed.
- Prepare and process application forms
- Updating and maintaining client information within the Xplan database
- Administration and processing of client documentation
- Manage and respond to client queries
- Make and manage client appointments
- Maintain and uphold data integrity
- Adhere to all relevant risk and compliance obligations
- General administration
The Benefits
The opportunity to apply your professional capabilities in a highly focused advice firm.
Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and investment services.
Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career.
The Person
Ideal applicants will have 2-3 years or more experience in a Client Service or Administration role in the financial advice sector.
- Exposure to Investments & Directly held assets advantageous
- Experience with Xplan preferred
- Experience in delivering high quality client service
- Excellent written and verbal communication skills
- Strong skills in Microsoft Teams, Word, Excel, and Outlook
- A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team
- Well organised with excellent attention to detail
- The ability to manage multiple tasks and deliver to deadlines
- An adaptable and flexible nature
- Strong problem-solving ability
Remuneration
A competitive salary is on offer dependent on qualifications and experience.