Client Services Manager Canberra

Reference Number:
2976607aa
Salary:
$65000 to $75000
Location:
Work Type:
Permanent
  • Learn from the best while supporting 2 Advisers.
  • Ethical, national and holistic advice firm
  • 12 months to 2 years experience required
My client is a successful boutique financial planning practice with offices based in the heart of the Canberra.  Currently an exciting and highly rewarding opportunity has arisen for an experienced Client Services officer 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.

Duties include:
  • Manage client service and administrative functions, by prioritising the daily workload and deal with client queries by telephone and face to face 
  • Liaise with fund managers, brokers and share registries and implement Advisers directions efficiently and accurately
  • Supporting the function with administration including preparing for Annual Review meetings , meeting notes, monitoring follow ups in financial planning software and typing reports including statements of advice.
  • Checking and investment paperwork, carry out redemptions
  • Process regular withdrawals / term deposits on platforms
  • All areas of customer service, administration 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:
  • Previous experience in client services / assistant financial planning role within a financial planning environment (12 months to 2 years)
  • Xplan experience preferred but not essential
  • RG146
  • Interest in progressing a career in financial services
  • Ability to use online platforms, client database and financial planning software
  • Understanding of the role of financial service product providers and how they relate to the financial planning industry. – eg. Fund Managers, stockbrokers
  • Demonstration of initiative to manage and improve administration systems and processes
To be considered for this wonderful and exciting opportunity, please click the "APPLY" button to forward a copy of your resume.  Alternatively to find out more about this role confidentially or any other roles within the Wealth Management space please contact Harry from Ensure Recruitment on 
0404 854 737 or email h.cooper@ensurerecruitment.com.au
Date Posted:
12/08/2019
Apply with LinkedIn

Interested in this job?

0404 854 737 or email h.cooper@ensurerecruitment.com.au" />

Social Media

Consultant contact details

Consultant name: Harry Cooper

Email address: h.cooper@ensurerecruitment.com.au