My client is a successful award winning boutique financial planning firm working with HNW clients and they are based in the heart of the CBD. Currently an exciting and highly rewarding opportunity has arisen for an experienced CSM who has experience supporting financial planners to join the team on a permanent basis. The purpose of this role is to provide consistent superior client service and to provide high quality support and assistance to Advisers in administering and delivering client outcomes.
Manage client service and administrative functions, by prioritising the daily workload and deal with client queries by telephone and face to face
Mentoring junior staff
Liaise with fund managers, brokers and share registries and implement Advisers directions efficiently and accurately
Checking and investment paperwork, carry out redemptions
All areas of customer service, admininstration and implementation
First point of contact for all clients, adviser and third party queries
Assist adviser in preparation of statement of advice as well as preparing documents required for implementation
Maintain all client records in online and hard copy format
Maintain and Update CRM system
General office duties such as maintaining calender, appointments, attending to emails.
Skills & experience:
Undergraduate Degree in Business or related discipline (ideal)
Experience wit BT North platform (ideally)
Previous experience in a Senior Client Services/ CSM role within a financial planning environment working closely with Financial Advisors (mandatory)
Xplan experience and mentoring experience (ideally)
Ability to use online platforms, client database and financial planning software
Comprehensive internal training is provided to ensure the successful candidate is provided with all the business knowledge required to successfully fulfil the requirements of the role.
To be considered for this wonderful and exciting opportunity, please click the "ÄPPLY" button to forward a copy of your resume (ideally in word format). Alternatively to find out more about this role confidentially or any other roles within the Wealth Management space please contact Toby Walsh from Ensure Recruitment on 0404 971 247 or email firstname.lastname@example.org