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.

Responsibilities
  • 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!

Connect with me on LinkedIn for new career opportunities and market updates https://www.linkedin.com/in/krystle-priddis/