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Client Services Manager

Client Services Manager

Stitch RecruitmentAustralia
4 days ago
Job description

Manage Workflow for the Advisors and Portfolio

  • South Perth Location
  • Excellent Benefits and Flexible Work Options
  • The Company

This organisation has gone through extraordinary growth, fast establishing themselves as one of Perth's leading advisory firms. They are focused on ensuring their clients receive the best outcome and service for their portfolio.

  • The Role

    • We are seeking a highly experienced Client Service Manager. Working closely with two Senior Advisors, your ability to provide excellent customer service and administrative support, whilst always putting the clients' needs first is imperative.

    Your responsibilities will include

  • Diary management
  • Direct point of contact for clients
  • Managing workflow of outsourced processing team
  • Overseeing implementation of advice in line with compliance requirements
  • Preparation for client meetings and reviews
  • Ongoing client management
  • Assist in preparation of advice for clients including quarterly review reports, valuations and performance reports, insurance renewal packs and FDS and Opt Ins.
  • About You
  • Previous experience in Financial Planning, Advice or Wealth Management
  • Xplan experience (highly regarded)
  • Excellent verbal and written communication skills.
  • Ability to manage competing priorities
  • Strong attention to detail
  • The Benefits
  • Flexible and inclusive work environment
  • Quarterly team social events
  • Career development & training
  • Up to $75,000 + Super (depending on experience)

    • If you are seeking your next career move then Stitch Recruitment has you covered - APPLY NOW!

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    Client Service Manager • Australia