Client Services Manager
Core
Support Financial Advisors by managing the end-to-end client advice process, including documentation, review meetings, and implementation within the XPlan system.
Role type
Client Services Manager (Financial Advice Operations)
Builds
Client review packs, advice documents, and implemented financial strategies
Domain
Financial Services / Wealth Management
Required skills
Financial advice process administration, XPlan system proficiency, regulatory compliance management, client communication, document preparation
Preferred skills
Microsoft Office proficiency, knowledge of financial governance and privacy guidelines
Responsibilities
Partner with Financial Advisors to deliver customer service; Assist with the financial advice process from Fact Find to Implementation; Manage regulatory obligations including Fixed Term Service Agreements and review meetings; Act as the primary point of contact for client communications regarding Financial Advice.
Seniority
Mid-level, hands-on IC