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Client Services Manager

Bentley Recruitment - Newcastle, NSW

Banking & Finance
Source: uWorkin


This firm is a very successful Financial Planning practice in the Newcastle CBD. They are looking for a superstar Client Services Manager to join their growing team. In this role you will directly support a team of Financial Advisers. 

The company is going through a growth phase and they want someone who can develop and grow with the firm over the next few years. 

Salary: Up to $70,000 plus super, however may be flexible depending on experience.

As part of this role you will:

  • Be a point of contact for clients
  • Maintain client relationships
  • Provide full adviser support 
  • Maintain files and database records 
  • Perform all relevant administration tasks in accordance to Financial Planning
  • Manage a small team and delegate tasks to Client Services Officers
  • Arrange client appointments
  • Prepare forms and documents
  • Be proactive and diligent
  • Have the ability to work without supervision

About you:

  • At least 4 years experience working in an Australian Financial planning firm. 

If you are interested in this opportunity please apply or contact
Jye Blanch for a confidential discussion: