Job Description

About the company:

This National Financial Institution is a recognised brand in the Australian Wealth Management sector. With a growing focus across multiple areas of personal and corporate finance, they have a growth and innovation mindset, with significant opportunities centrally and regionally

About the role:

An opportunity has arisen for a proven Client Service Manager to join a team with a diverse portfolio of business

Key Duties:

Supporting Financial Planners across multiple products
Providing touch point support for all areas of the process
Acting as coach and mentor to more junior staff
Supporting senior leaders in implementing service strategy
Ad hoc responsibilities in large team

Skills & Experience:

Minimum of 3 years experience in Wealth Management
Ideally RG146 or Diploma in Financial Planning
Ability to communicate effectively
Excellent attention to detail
Ability and experience to train, coach and develop

Culture & Benefits:

Central CBD offices
Exposure to innovation
Defined career paths for high performing staff

Contact:

For more information, please apply here. Alternatively contact Anson Lam on 02 8247 5712 or email me directly at anson.lam@porterallen.com.au quoting reference #189727

Client Service Manager

Job Description

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Consultant

Anson Lam

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