Client Services Manager Client Services Manager …

Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Hays Banking
Client Services Manager
Boutique financial planning firm bases in the CBD looking for a Client Services Your new company
This is an established holistic boutique advice firm that is dedicated to helping their clients grow and protect their wealth. They are looking for a Client Services Manager to join their experienced, collaborative team.

Your new role
  • Working closely with the Principal Adviser
  • Assisting with the preparation of SOAs and reviewing ROAs
  • Implementing advice documents as per the Advisers recommendations
  • Providing a high level of service to clients and managing the client portfolios, dealing with client queries and general administrative tasks.
What you'll need to succeed
  • Experience working in a boutique Financial Advice firm
  • Knowledge of implementing advice strategies
  • Proficient with Xplan
  • High attention to detail and exceptional verbal and written communication skills
  • Able to work efficiently in a team as well as individually
What you'll get in return
This is a fantastic opportunity to work closely with experienced Advisers and get a large exposure to the Financial Planning industry. There are also work from home flexibility arrangements on offer.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2498923
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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