Your new company
This Boutique advice business are well established across the Sydney region. They are looking to bring on an experienced Client Services Manager to join their team. The organisation provides a full range of holistic advice to HNW/UHNW clients. They promote a culture of autonomy, accountability and going above and beyond for their clients.
Your new role
As the Client Services Manager, you will be responsible for tasks including:
- Carrying out the implementation of advice documents and the preparation of advice documents
- Offering exceptional client service and being the point of contact for the clients
- Working closely with the Principal Advisers in a high-performing team
- Assisting with advice compliance and ensure that the advice is compliant
- Ad-hoc administration tasks
What you'll need to succeed
- Previous experience in a similar role within the Wealth Management industry and an understanding of financial advice topics
- Knowledge of Xplan is advantageous
- A Diploma of Financial Planning or other relevant qualifications
- Exceptional written and verbal communication skills are essential
- A high attention to detail, strong ability to build rapport and a team player
What you'll get in return
This is an opportunity to work for a reputable organisation, working with experienced Wealth professionals and HNW clients. There are flexible working arrangement available and a competitive salary.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231
LHS 297508 #2603431
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