This boutique financial planning firm is seeking an experienced financial planning Client Service Manager to join their high performing team in the North Sydney.
Deliver and maintain superior service to clients
Undertake assigned activities to ensure full compliance with license obligations
Coach and mentor junior CSOs
Administer all financial planning activities in accordance with policies and procedures
Develop and maintain strong & effective operational relationships with clients
3+ years experience in Financial Planning client services
Able to handle time pressure, manage difficult client calls and maintain agility when negotiating with counter-parties
Strong knowledge of the managed funds industry, custody – technical, operational and industry
Excellent client management skills and experience
Strong attention to detail
RG146 / DFP highly desirable
A competitive salary package will be negotiated for the successful applicant.
Aboriginal and Torres Strait Islander Peoples are encouraged to apply.