Client Services Manager

  • Further your client service career within financial planning/wealth management.
  • Attractive remuneration package
  • Highly regarded Country Firm with clients across Australia


The Opportunity: 
A fantastic opportunity has just become available for a Client Service Manager with a passion for Financial Planning to join this highly regarded company. Our client is a privately-owned small financial advisory firm providing excellent services to their clients nationally. 

The Role:
Your main responsibilities would be to build relationships by providing high-quality service to clients whilst supporting the two internal financial planners. This is a great role for someone who is focused and energetic and is wanting to learn a range of skills that will help them progress at a later stage. The role will provide you with direct exposure to the financial planning industry. 

The Successful Candidate must have:

  • Preferably a minimum of 1-year experience in a financial planning office environment
  • An understanding of the financial planning processes and client life cycle
  • The ability to develop and maintain professional and personable client relationships
  • Exceptional written and verbal communication skills
  • A high level of accuracy and attention to detail
  • The ability to work well in a team structure and contribute positively


This is a not to be missed opportunity to join a reputable company which offers extensive training & support and genuine long-term career development opportunities. 

16/11/2020 $0 Dubbo & Central NSW 1 Banking & Financial Services
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