Client Service Manager

Stitch Recruitment

Client Service Manager role with lots of career development. National Wealth Co. on a rapid expansion plan. 1:1 Advisor Support, Excellent Salary

  • Immediate Start
  • Career Progression and Ongoing Training Provided
  • Inclusive & Supportive Team Culture
The Company:
With offices nationally this firm has experienced exceptional growth and is fast becoming the leader in Australian Advice. Despite their size they maintain a flat and inclusive culture, they value their staff and ensure they are supported to provide clients with the best advice possible. They are proud innovators, embracing technology where they can to ensure their clients can achieve the very best outcomes.
The Role:
We are seeking an experienced Client Service Manager. Working closely with a highly established Senior Advisor and their team, you will be working across Premium Private Banking. Your ability to provide excellent customer service and administrative support, whilst always putting the clients’ needs first is imperative.
Your responsibilities will include:
  • All administrative processing & workflow management
  • Administrative team coordination
  • Diary management
  • Direct point of contact for fund managers
  • Implementation of advice in line with compliance requirements
  • Preparation for client meetings
  • Ongoing client relationship management
  • Assist in preparation of advice for clients including Records of Advice, quarterly review reports and Statements of Advice when required 
About You:
  • Prior use of XPLAN and Microsoft suite of products.
  • A solid understanding of the financial services industry
  • Excellent verbal and written communication skills.
  • Ability to manage competing priorities, complete tasks efficiently and be a team player
  • Strong attention to detail
The Benefits:
  • State of the art CBD offices
  • Flexible and inclusive work environment
  • Quarterly team/social events
  • Career development & training
  • Up to $70,000 + Super (depending on experience)
If you are seeking your next career move then Stitch Recruitment has you covered – APPLY NOW!