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Client Services Manager

Profusion Group - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


  • Sydney CBD location
  • Growth within role and attractive salary
  • Must have experience within Financial Planning industry

Company Overview

You will be responsible for client interaction and day to day operational duties within a boutique wealth and accounting firm. This is a perfect opportunity for someone with experience in financial planning industry who enjoys client interaction and wants to join a successful and highly professional but fun team.

Role Overview

Supporting the Financial Adviser with administration associated with the business, compliance, new clients, and clients on ongoing advice service packages.
  • Managing ongoing compliance, FDS, ongoing service agreements, assisting with reporting, and account maintenance
  • Most important aspect of the role is managing the work in progress & pipeline, ensuring everything is moving through, that we are delivering a world class client experience, and we are prepared for upcoming review meetings
  • Managing client admin staff, including training, delegating & managing the workflows
  • Insurance quoting, and sending information to the external paraplanner for SOAs
Skills and Experience
  • Experience in a Client Services Manager role in financial planning business
  • Understanding and experience in the advice process and compliance requirements
  • AdviserLogic experience and solid understanding of financial planning CRM software and workflows
  • Strong communication skills and polished presentation
Growth mindset is going to be key, as well as knowing how to delegate and manage the workflows, tasks and pipeline.

What's On Offer

Work within a boutique firm that offers an attractive salary, variety in your role as well as a positive environment and culture. The business are continuing to grow

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

Connect with me to hear about similar roles not yet advertised https://www.linkedin.com/in/krystle-priddis/