Client Service Manager

Job Title: Client Service Manager
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Negotiable
Reference: 189727_1542674144
Contact Name: Jonathan Attwood
Contact Email:
Job Published: November 20, 2018 11:35

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


For more information, please apply here. Alternatively contact Jon Attwood on 02 8247 5715 or email me directly at quoting reference #189727

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