Client Service Manager
Stake is looking for a Client Service Manager to join us at our Bondi Junction HQ, with a flexible hybrid working model (3... more info
Client Service Manager $75-85k+Super
Salary:
80.00 - 100.00
Posted:
24-02-2025
Category:
General Sales
Melbourne,
Job Description
Are you a career Client Services Manager looking to work in a private practice with High Net Worth clients and a high-touch support focus? This financial planning practice provides comprehensive wealth management services to individuals, families, and private companies and is looking for an experienced Client Services Manager to implement compliant advice and support financial planners and the practice. This business focuses on holistic wealth management, serving diverse clients from young accumulators to retirees and business owners valuing ethical guidance, and holds their own Australian Financial Services Licence (AFSL). The key responsibilities include, but are not limited to: Preparation of regular Portfolio Valuations for clients – including assets & liabilities schedule, portfolio valuations, performance calculations, and asset allocation Liaise with Fund Managers, Superannuation Providers, Brokers, and other third parties to follow up transactions Assist advisers with client queries Assist with contribution calculations Ensure Xplan is up-to-date and review processes and templates within to ensure they remain relevant Managing annual reviews and Financial Directions (FDs) / Opt-ins Assisting in projects for process improvement, technology, and client experience Your management responsibilities will include: Client Engagement and Service Management General support in the overall running of the practice Maintenance of day-to-day process of compliance requirements To be successful in the role, you will need: Experience in a financial planning business with a record of implementing strategies Computer proficiency: Xplan experience is a plus Organised and proactive work approach In return, you will receive a flexible and inclusive culture, with the ability to work from home 1-2 days each week. If you have financial planning experience and a dedication to exceptional client service, apply now! #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 24-02-2025
Category: General Sales
Melbourne,
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