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Client Services Manager

Pinstripe Recruitment - Liberty Grove, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


Boutique, suburban firm at Rhodes, where you will work hand in hand with the Head of Advice, providing dedicated support to their valued clients.

This is a prominent position where clients need to feel, without a doubt, that they are in very good hands.

You will be responsible for supporting the Head of Advice within all areas of Client Services. Your success in this area will come down to your strong administration, communication and organisational skills that are second nature to you. You will have an outgoing, confident, engaging personality and want to go the extra mile for your clients.

In your working week, expect to:

· Manage day to day queries from clients, responding promptly

· Coordinate the booking of client meetings

· Prepare for Client Meetings using a range of software systems including AdviserLogin, Midwinter and MyProsperity.)

· Implementation of Advice

· Work with a range of in-house stakeholders including the finance manager and tax manager when applicable

· Initiate the production of SMSF & Trust documentation

· Prepare client invoices

· Attend client meeting with the advisers when required

· Complete professional development obligations and have a genuine interest in wealth management

How do I qualify for this role?

· For this role you will need to have 3 years’ experience as a CSM in a financial planning firm looking after HNW clients within the Australian Market.

· You will be RG146 qualified.

· Excellent Communication skills (written and verbal). Ideally English will be your first language

· Organised, strong attention to detail

· High level of enthusiasm and passion for assisting clients

· Tech savvy - as you will be using a range of systems including Outlook, ADVISER LOGIC / MIDWINTER, MyProsperity, and Class

· Excellent organisational and follow-through skills

· An ability to work as part of a team

· An ability to anticipate what is required and to work without supervision

· Polished presentation

Why you should apply for this role:

An attractive salary of $80,000 plus superannuation is on offer to attract the best candidate. You will also be eligible for the company’s bonus system.

We’re serious about finding the very best person for this role – someone who can see a real future here. A career path to become an adviser if desired.

A “family like”, close knit team environment awaits you, in beautiful, contemporary offices next to public transport. You’ll be well looked after here.

To find out more – call Gavin at Pinstripe Recruitment on 02 9188 0795.

Note – all applicants must have working rights to work full-time in Australia.