Client Services Manager
Core
Execute advice implementation by preparing and lodging documentation (SoAs, applications, rollovers, redemptions, transfers) and coordinating asset transfers with product providers.
Role type
Client Services Manager (Financial Services Operations)
Builds
Accurate client advice implementations and timely asset transfers
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Documentation preparation, asset transfer coordination, adviser communication, portfolio reporting, system proficiency (Xplan, Macquarie, Panorama), regulatory compliance
Preferred skills
None stated
Technologies
Xplan, Macquarie, Panorama
Responsibilities
Prepare and lodge advice implementation documentation; coordinate asset transfers with product providers; update advisers on application status; assist in preparing quarterly investment reports; maintain system knowledge for daily operations; ensure compliance with internal policies; liaise with Operations Manager on workflow priorities