Boutique Wealth Firm, flexible and supportive environment. Hybrid work-model.
* 3 Days Per Week (4 Days Shorter Hours)
* Wollongong Office - Close to Transport
* Established Client Portfolio
The Company:
Independent Adviser with established client portfolio of HNW clients. Excellent back office support and long standing offshore team members. The Adviser is collaborative and supportive of his team. Based in the heart of Wollongong, close to all public transport.
The Role:
We are seeking an experienced Permanent Part-Time, Client Service Manager. Working closely with the Director and Senior Adviser across a broad client portfolio. You will be responsible for managing client administration, reporting and implementation, working as a conduit between the offshore team and the Adviser. The Adviser is highly experienced, easy to work with, and works collaboratively with his team. Your ability to provide excellent customer service and administrative support, whilst always putting the clients’ needs first, is imperative.
Your responsibilities will include:
* Liaising with clients and coordinating meetings
* Managing the outsource team - ROA's, SOA's and Compliance.
* Producing Annual Review reports
* Generating XPLAN client profile documents
* Exhibiting excellent written and verbal communication skills and grammar
* Maintaining accuracy when completing tasks
* Portfolio implementation – paperwork to third parties, managing external parties, and ensuring service delivery
* Providing updates to Partner on service and client work in progress
* Preparing FDS's and reporting for Opt-in requirements.
* Managing workflow and annual review processes
About You:
* Prior use of XPLAN and Microsoft suite of products.
* A solid understanding of the financial services industry.
* Excellent verbal and written communication skills.
* Ability to manage competing priorities, complete tasks efficiently, and be a team player.
* Strong attention to detail.
The Benefits:
* Flexible and inclusive work environment
* Hybrid work policy
If you are seeking your next career move, then Stitch Recruitment has you covered – APPLY NOW!
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