Client Services Manager
Core
Deliver seamless financial advice experiences by supporting advisers and clients with implementation, review preparation, and record management.
Role type
Senior IC client services manager (financial advice)
Builds
Holistic financial advice delivery and client service processes
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client services experience, Xplan proficiency, Task prioritization, Investment implementation, Client record management, Team mentoring, Continuous improvement
Preferred skills
SMSF client experience, Financial planning qualification
Responsibilities
Implement advice strategies across platforms, Support advisers with review preparation, Manage investment implementation and holistic advice delivery, Maintain accurate client records, Mentor junior team members, Drive continuous improvement initiatives