About the Company:Our client is a leading Financial planning firm that has been specialising in Wealth Creation and Retirement planning for over 35 years. They have grown into five office locations with over 3,500 clients across Australia and internationally.This role will be managing a team of in-house Client Service Officers. This is the ideal role for an experienced adviser assistant looking to take their next step into management and work on more complex clients.Our clients pride themselves on the great work life balance and career development opportunities. Our client provides holistic advice for clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe.The Role:Manage a team of CSO''sTimely and accurate implementation of all advice documentsWork closely with advisers on high-value clientsDevelop and maintain client relationships ensuring client queries are answeredDetailed understanding of client portfolio to deliver a detailed responsePrepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperworkComplete adhoc tasks and work on best practice strategiesSkills & Experience:Experience with people leadership is highly regardedAt least 3+ years experience supporting financial advisersMust have experience in the Financial Planning IndustryExperience with Financial Planning software; XPLAN, AdviserLogic highly regardedExcellent communication skills are requiredMUST be Australian Citizen or Permanent Resident with full working rights #J-18808-Ljbffr
Job Title
Client Service Manager - Team Leader