Client Services Manager
Core
Support Senior Financial Advisers in providing advice and ongoing service to new and existing High Net Worth (HNW) clients.
Role type
Client Services Manager
Builds
Client relationships and administrative support for financial planning services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning qualifications, Investment products knowledge, Analytical skills, Problem-solving, Attention to detail
Responsibilities
Assist with client service, implementation and administrative functions; Build strong client relationships; Meet and Greet clients; Assist with onboarding new clients; Assist with month reporting and compliance requirements; Provide ongoing support to financial planners