client services manager in Eastern Suburbs Sydney

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job details

posted
location
eastern suburbs sydney, new south wales
specialism
banking & financial services
job type
permanent
reference number
90M0356920_1533539505
contact
jeremy oconnor, randstad
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job description

This independent financial planning firm is a known for providing outstanding financial advice to a well established network of high net worth clients. Their Eastern Suburb office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes.

In this role, you will have the opportunity to support the Senior Financial Planners and will be a first point of contacts for their High Net Worth clients. Your responsibilities will include but won’t be limited to administrative duties, implementation of advice, XPlan tasks management, liaising with fund providers and client greetings and follow ups. This is an exciting opportunity for an existing client service officer looking for career development and high net worth client exposure.

You will need to be DFP compliant. You will have a minimum of 3 years experience working in a client service role within a Financial Planning business. You will have good technical knowledge around holistic and comprehensive advice and will also have excellent communication skills. The right person will be rewarded with an attractive salary package as well as unique career development opportunities.

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

Customer Service, Financial Planning, Administration

qualification

DFP, RG146

educational requirements

Associate Degree/Diploma