Client Service Manager, Randstad

Client Service Manager

Randstad

Location:

Australia, Sydney

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

This established financial planning firm is known for providing outstanding financial advice to a well-established and diverse client base. Their South Sydney office is made up of highly successful professionals. In this holistic role, you will support Senior Financial Advisers and serve as a main point of contact for clients while delivering compliant and technically sound advice.

Job Responsibility:

Managing the implementation of advice
Developing strategy presentations
Managing the workflow between the advisor and the paraplanners
Conducting the review and research of products
Providing high quality client service

Requirements:

Experience working in a client service role in Financial Planning
Knowledge of XPlan
Relevant degree
Very strong attention to detail and communication skills

What we offer:

Attractive salary package
The opportunity to work and be mentored by one of the top Financial Planner in the industry
Positive work/life balance encouraged with potential flexible working arrangements
Great career development opportunities with the potential to manage a team in the long term
Fun social events

Additional Information:

Job Posted:

April 10, 2025

Expiration:

April 13, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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