Client Service Manager - Wealth Management
Work with great clients and supportive team - Challenging and rewarding role - Suit mature excellent communicator - Leading HNW firm
Summary about this job
Client Services
Company: Private Advertiser
Location: Sydney
Work type: Full Time
Salary: $65,000 - $75,000 + super, bonus, educ support
Phone: +61-3-6937-2289
Fax: +61-2-9851-3633
E-mail: n\a
Site: n\a
Detail information about job Client Service Manager - Wealth Management. Terms and conditions vacancy
- Work with great clients and supportive team
- Sydney CBD Boutique HNW advice firm
- Key service role, support for study, bonus
We are a leading boutique private client wealth management firm located in CBD, providing financial advice and client service excellence. We seek an experienced client services professional to join our team and enhance our capabilities.
The role has a focus on client service, account management and administration. As part of small team you will be actively engaged in managing client relationsips and be involved in a wide range of activities and responsibilities.
The key tasks will include :
Implement advice transactions
Manage client information and related queries
Maintain client database and prepare reports
Assist 3 CFP advisers, part of team delivering high service standards
Liaise with fund managers, brokers, banks, insurers
Prepare client documentation, portfolio reviews
Organise workflows, improve processes
Manage high value client relationships
Exceed client expectations, delighting them
The successful person will have :
Strong financial or professional services customer service experience, 2 yr+
Excellent communication, written and verbal
Superior problem solving and analytical skills
Good industry knowledge, ADFP or on path or other FP studies
Mature, motivated, enthusiastic, exceptional attention to detail
Excellent interpersonal skills and presentation
Strong IT skills, MS Office, Xplan an advantage
Pride in task well done, keen to learn, to contribute
Initiative, workflow management and teamwork skills
The wealth management area is dynamic and challenging, our clients are great to work with closely. We offer an opportunity to join a leading firm, to learn and contribute, work on interesting client matters, be mentored and supported in your development. Apply now to progress your career.