Client Services Manager


Our client is a small, privately owned Financial Planning practice which has been operating since 1993. It holds an Australian Financial Services Licence and an Australian Credit Licence, issued by the Australian Securities and Investment Commission (ASIC) and provides services through Representatives and Authorised Representatives (Advisers) who are experienced and skilled professionals.


This professional organisation is looking for a Client Services Manager to join their close knit team based in Bentleigh. They are looking for the CSM to take ownership of providing superior administrative assistance to their Financial Planners, and to assist in providing ongoing services to their clients.

Key Responsibilities:

  • Reception Duties (low volume calls)
  • Timely and productive support for x2 Planners including diary management
  • Compliance and management of files
  • Work flow management, meeting timeframes and required turnaround schedules
  • Responding to Planner and client enquiries in a productive and co-operative manner
  • Preparation of client reviews and supporting the implementation of any further client requirements post review
  • Production and facilitation of basic SoA's and RoA's and the subsequent implementation of the advice (not immediately)
  • Management of the FDS and renewal process
  • Accountability for delivery of Monthly and quarterly Reporting from XPLAN


With at least 3 years experience in the industry and preferably in a similar role, you will be known for your enthusiastic, pro-active professional attitude, excellent relationship building skills as well as your administrative abilities, work flow management and project capabilities.

Diploma of Financial Planning is an advantage and you MUST have solid XPLAN system experience together with intermediate Word, Excel and Outlook.

Your attributes will include;

  • Strong interpersonal skills
  • Empathy
  • Customer Service focus
  • Team player
  • Results orientated
  • Strong integrity and loyalty
  • Self motivated
If you are looking for a new career opportunity for 2020 with a professional, friendly and stable company then APPLY NOW!
Apply for this job Reference # 210019903_157826730425230
Posted on: 5 January 2020 Full-Time Bentleigh, Victoria
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