Client Services - Financial Planning

Location: Sydney
Job Type: Permanent
Reference: JO-1806-161880
Salary: $60,000 - $75,000 + super
The Company:
 This rapidly growing wealth management company is seeking a Client Services Manager located in Sydney's CBD. Offering a range of services within finance, investments, home loans, insurance and property. The company has grown in operation over the years due to their exceptional customer service delivery and experience which has attributed to their success and also predicts rapid company growth over the next 12 months.

The Role:
  • Relationship building with clients/advisers
  • Provide quality advice
  • Prepare  and bundle SOA's
  • Diary management and making appointments
  • Lodge investment forms
  • Follow up on documentations
  • Database management and handling inquiries
  • Coordinate team meetings and seminars
Skills/Experience:
  • Previous Client Services experience in Financial Planning
  • Knowledge of Billing
  • High levels of attention to detail
  • Experience with XPLAN, AdviserLogic, or COIN
  • Intermediate - Advanced MS Office Skills
  • Strong organisational skills along with communication skills
  • RG146 qualification preferred
  • Financial services degree / diploma or relevant experience is essential
 
Benefits:
  • Permanent role
  • Sydney CBD location
  • Dynamic / social culture
  • $60,000 - $75,000 + super
  • Established and expanding Wealth Management firm

To apply please click on the appropriate link on this page, alternatively for more information please contact Colleen Deere on +61 02 8270 9794