Client Service Manager

Location: Sydney CBD, New South Wales
Job Type: Permanent
Salary: Negotiable
Contact: Anson Lam
Specialisation: Wealth Management
Reference: 189727_1545356335

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