Implementation Client Services Manager X 2

Implementation Client Services Manager X 2

Advance Recruitment Partners | new south wales, NSW, AU

Posted 3 days ago

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The Position: Advice Implementation Specialist / Client Services Manager x 2
Location: North Sydney - 2 minute walk from the train station
**No overseas applications please***
The Company:
ARP is looking for an Advice Implementation Specialist/CSM to join a highly regarded Financial Planning firm in North Sydney.
For more than 30 years, this practice has been helping clients grow and protect their wealth. A friendly team that offers a great working environment and culture.
Flexible working from home days (2-3)
Great salary package with bonus.
A supportive friendly team with a focus on collaborative culture
Skills and Experience:
Knowledge of Financial Planning Industry is essential. The Implementation / Client Services Manager is responsible for setting up new clients, maintaining existing clients and managing the end-to-end administrations of client portfolios.
Interpreting Statements of Advice and preparing necessary applications for Advice presentation.
Implementation of client paperwork for advice strategies and pro-actively managing until completed (Superannuation, SMSFs, and Insurance).
Regular engagement with external providers to ensure timely processing of client applications.
Support team peers by reviewing work prior to lodgement to ensure errors are minimised.
Ensure all works in progress and all written or verbal correspondence with clients is diligently recorded in the Xplan database.
Build and maintain client relationships through regular email and phone correspondence
About you:
This role will suit someone who enjoys working in a busy environment and is highly client service focused. The suitable candidate will have the below qualities.
Take ownership of tasks and follow through to completion.
Demonstrating initiative, accuracy, and attention to detail, with a confident client friendly attitude.
Be pro-active to identify discrepancies with client data and taking ownership to correct.
Strong written and oral communication skills necessary.
Minimum 3 years’ experience supporting financial planners.
Have completed or be studying a Diploma of Financial Services (RG146) is highly desirable.
Experience with financial planning software essential, COIN/Xplan is ideal.
Experience with Advice platforms such as North, BT is desirable
Strong technical and advice implementation experience
If you would like to have a confidential discussion please call Jenny 0433 125 831
or email - ******
If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW. Alternatively, contact Jenny Craig on for a confidential discussion or email your resume in a word format to ******