Job Description
Senior Client Services Manager
**SUCCESSFULLY FILLED**
Above Market Salary $$$
Our client is a highly regarded boutique financial planning business who are experiencing a high growth phase and are looking to welcome into their team a Senior Client Services Manager.
Located in Dee Why they offer invaluable exposure to a diverse client base within a close knit and supportive team, flexible work arrangements, competitive remuneration and long term career opportunities.
The Role
Working autonomously alongside the financial advisers you will be responsible for the professional delivery of client services and administration getting to know your clients well.
Responsibilities
• Liaising with clients, third party product and service providers
• Supporting the finalisation of statements and records of advice
• Responsible for ‘on boarding’ new clients and ongoing administration...