Client Service Manager - HNW Clients

Job Title: Client Service Manager - HNW Clients
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Negotiable
Start Date: ASAP
Reference: 205125_1597039188
Contact Name: Fiona Lu
Contact Email:
Job Published: August 11, 2020 11:15

Job Description

Our client is a seeking a Client Service Manager with experience dealing with HNW and wholesale clients. They have a unique client base and pride themselves in providing the highest level of service to all clients.

You will be the ideal candidate if you have experience working in the Financial planning industry placing trades with a solid understanding of the sharemarket and investments. You must have Financial planning software experience, preferably XPLAN and proven experience completing day to day client service and administration tasks.

The Role:

  • Providing central administration support to the financial planning team and client support
  • Execute trades via broker and wrap platforms
  • Implementation of plans for the paraplanning team
  • Reconciliation of portfolio transactions
  • Generate and distribute SMSF investment strategy documents to clients
  • Updating and maintaining data on XPLAN
  • Coordinating administrative and transactional client work including preparation and implementation of SoAs and RoAs
  • Assist Financial Advisers on onboarding new clients and looking for ways to improve efficiency within the team

Skills & Experience:

  • 3+ years' experience in similar role within Private Wealth Financial planning
  • MUST have share trading wholesale and HNW experience
  • DFP or bachelor's degree as a minimum
  • Good understanding of Financial Planning, Superannuation products and services
  • Working knowledge of Financial Planning software (COIN, XPLAN, etc)

Please apply by the link below or email Fiona Lu directly on email or call on 02 8267 2492 for a confidential discussion

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