Senior Client Service Manager

  • Company:
    Robert Walters
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    3 days ago
  • Category:
    Customer Service

This boutique financial planning firm is seeking an experienced financial planning Client Service Manager to join their high performing team in the North Sydney.

Key Responsibilities:

  • 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
  • Key Requirements:

  • 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.