Job Title

6 days ago Be among the first 25 applicantsOverdrive Recruitment provided pay rangeThis range is provided by Overdrive Recruitment. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.Base pay rangeA$78,050.00/yr - A$94,775.00/yrAre you a detail-oriented and client-focused professional looking for your next career move in financial planning?Your New Company:Join a highly respected financial advisory firm that champions expertise, efficiency and exceptional client service. Be part of a collaborative and supportive team where your contributions are genuinely valued, and you have the autonomy to take ownership of your role, free from micromanagement.Your New RoleAs a Client Service Manager, you''ll be the backbone of our financial advisory team, ensuring that both clients and advisers experience seamless support. You''ll be the first point of contact for clients, handling phone and email interactions with professionalism.Some responsibilities include, but are not limited to:Working closely with financial advisers to implement financial advice, ensuring applications are processed efficiently and liaising with product providers.Managing client administration and compliance, including preparing key documents, statements, and reports while ensuring adherence to regulatory requirements.Coordinating with investment platforms, insurers, and superannuation providers to facilitate financial transactions accurately and in a timely manner.Overseeing workflow management and process coordination, ensuring all financial plans are actioned precisely and on schedule.Providing comprehensive client support, from onboarding new clients to handling account maintenance, proactively addressing client needs to deliver an exceptional service experience.What You BringPrevious experience working in an Australian financial advisory firm or supporting financial advisers is mandatory.Experience with Xplan is required, with proficiency in other financial planning software such as AdviserLogic, HUB 24, Macquarie Wrap being highly regarded.Excellent verbal and written communication skills are essential.Competitive salary up to $85K + super for the right candidate.Hybrid working options, including the flexibility to work from home.Career progression opportunities within a firm that values development.Supportive and collaborative team environment where your contributions are recognised.Interested?If you''re looking for a career opportunity where you can make a real impact, work with a loyal client base, and be part of a firm that values growth and development, wed love to hear from you. Apply now by sending your resume to jeremy.toh@overdriverecruitment.com.Seniority levelAssociateEmployment typeFull-timeJob functionCustomer Service, Finance, and Accounting/AuditingIndustriesFinancial Services, Investment Banking, and Banking #J-18808-Ljbffr