Client Services Manager Client Services Manager …

Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 23 Apr 21
Competitive
Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 23 Apr 21
Competitive
Hays Banking
Client Services Manager
Your new company

This is an established holistic boutique advice firm that is dedicated to helping their clients grow and protect their wealth. They are looking for a Client Services Manager to join their experienced, collaborative team.

Your new role

Your responsibilities would include:
  • Working closely with the Principal Adviser
  • Assisting with the preparation of SOAs and reviewing ROAs
  • Implementing advice documents as per the Advisers recommendations
  • Providing a high level of service to clients and managing the client portfolios

What you'll need to succeed

  • Previous experience as a Client Services Officer within a Financial Planning boutique
  • RG146 qualification is desired
  • Experience using Xplan
  • Strong organisational skills, excellent time management and a high attention to detail
  • Excellent written and verbal communication skills

What you'll get in return

This is a fantastic opportunity to work closely with an experienced Adviser and get a large exposure to the Financial Planning industry. There are career progression opportunities available as well as an attractive salary.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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