client services manager (f/p) in North Sydney

posted
contact
jeremy oconnor, randstad
job type
permanent
apply now

job details

posted
location
north sydney, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0372862_1548050061
contact
jeremy oconnor, randstad
apply now
Apply with

job description

This growing firm is known for providing outstanding and personalized advice and financial solutions to a diverse client base. Their North Sydney office is made up of a very successful and hardworking team of financial advisers.

The team is currently looking for a Client Services Officer to join them and participate to the growth and success of the company. In this role, you will have the opportunity to support the principal adviser and work across a wide client base including High Net Worth clients.
Your main duties will include, but won’t be limited to the preparation of client review meetings, the final preparation of SOAs, the management of client files, the lodging of applications and the development of clients’ relationship.

This is a great opportunity for someone who wants to build a career in the Wealth Management industry, working in a reputable organization that strongly values work ethics, life balance and flexibility. The role will suit enthusiastic and hardworking people who are self driven and looking to join a supportive and friendly team of professionals.

You will need to be RG146 compliant or studying towards. You will have a minimum of 1 years’ experience within a customer service role. Good IT skills are required and previous experience using XPlan is preferred. You will also have outstanding verbal and written communication skills. The right person will be rewarded with great career development opportunities, support and work flexibility.

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email Jeremy.oconnor@randstad.com.au.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

RG146, Client Service, Financial Planning, Customer Service

qualification

RG146, Diploma of Financial Planning

educational requirements

Associate Degree/Diploma