Senior Client Services Manager
- Responsible for the professional delivery of client services and administration.
- Liaising with clients and third party providers to support financial advisers.
- Managing client databases and onboarding new clients.
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 helen@dclrecruitment.com.au or call Helen for more information on 9905 3566
Register your interest online
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Call DCL Recruitment on 02 9905 3566
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