Client Services Manager

Profusion Group

Well-established financial planning firm based Inner West. You'll be working closely with senior financial advisors in a hybrid and busy role.

  • Inner West location - parking available
  • Permanent, full-time role with immediate start available
  • Attractive salary package dependent on experience
Company Overview

Join a team of experienced financial planning experts who provide holistic financial advice across HNW, SME, pensioners and a wide range of clientele. 

Role Overview

Hybrid role where you take control of all administrative and client service matters for multiple senior advisers.

  • Act as the first point of contact for clients and manage all client enquiries in a timely manner
  • Attend client meetings to meet the clients and understand their needs for implementation and ease of advice process
  • Scheduling and confirming client appointments 
  • Assist with the administration and implementation of a clients’ financial planning strategies
  • Review client information and research best strategies to suit a clients’ needs, preparing presentation packs and other written reports
  • Manage company processes, the CRM (Xplan) and office documents
  • Generating ROA’s and SOA as required
  • Implementation for SMSF and manage all enquiries from clients and other institutions
Skills and Experience
  • 2+ years as a Client Services Officer or Client Services Manager in the financial planning sector essential 
  • RG146 qualification (completion or studying towards)
  • Outstanding client service skills
  • Self-motivated and ability to work autonomously
  • Attention to detail and outstanding time management skills
  • Experience with using Xplan is extremely advantageous 
To express your interest in this opportunity, please forward your resume to Krystle Priddis  using the "Apply Now" link below!

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