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May

Client Services Manager

Profusion Group - Sydney, NSW

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

  • Sydney CBD location
  • Attractive salary dependent on industry experience
  • Permanent, full-time role & immediate start available

Company Overview

This reputable practice offers expert tax and financial advisory services to assist clients to protect their wealth, further grow fortunes, and safeguard their client's future from uncertainty.

Role Overview

You'll be responsible for delivering an exceptional advice experience for clients:
  • Manage and coordinate outsourced financial planning support team
  • Assist with enquiries, prepare for client meetings and be the first point of contact for clients
  • Coordinate advice workflows and prepare required documentation for new and existing clients across wealth creation and insurance using XPLAN
  • Coordinate advice applications, including client completion, product provider lodgement and implementation
  • Act as a key liaison point between clients and external stakeholders across a wide range of services (insurance, superannuation, accountants, lawyers etc)
  • Coordinate and carry out all administration including reception, mail, couriers, greeting clients and filing
  • Provide support for social media, marketing and client event
Skills & Experience
  • Experience working in financial planning sector in a Client Services role
  • Xplan experience
  • Superannuation and/or insurance implementation experience
  • Strong spelling, grammar, confident phone manner and excellent verbal communication skills
What’s on Offer

Our client is committed to attracting high performing people and offers an inclusive and diverse work environment, with opportunities for career progression.

To express your interest in this opportunity, please forward your resume to Krystle Priddis using the "Apply Now" link below!

Connect with me to hear about similar roles and market updates https://www.linkedin.com/in/krystle-priddis/