Client Services Coordinator and Client Services Manager

Job Title: Client Services Coordinator and Client Services Manager
Contract Type: Permanent
Location: Perth
Reference: 728639 - 2
Job Published: October 02, 2018 12:30

Job Description

My client is a successful Self-Licenced 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 driven and focused candidates to join the Advice Support & Technical team as either a Client Services Coordinator and 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 Cara Carrodus on 08 9212 1001.

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