Client Services Manager

Job Title: Client Services Manager
Contract Type: Permanent
Location: Perth
Reference: 753806
Job Published: December 06, 2018 15:45

Job Description

My client is a successful Self-Licensed Financial Advice Practice. Boasting a welcoming and supportive culture with targeted training and mentorship to support your career journey.

Due to the ongoing growth, the practice now seeks a driven and focused candidate to join the Advice Support & Technical team as a Client Services Manager.

The successful candidate will have the role tailored around their expertise and passions, which can include:

  • Accurate and timely implementation of client strategies
  • Adviser support including research, booking of review meetings
  • Liaising with clients and external contacts (including BDM's, product providers etc.)
  • Xplan database management
  • Adhoc projects
On offer to the right candidate is a friendly and down to earth working environment.  The ideal candidate will have previous experience in the Financial Planning industry from a Practice environment (circa 2-3 years in advice implementation). Xplan experience highly desirable.

Due to the volume of applicants we are only able to contact candidates that meet the above criteria. Should you have any questions please contact Samantha Cotgrave on 08 9324 1411.

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