Main characteristics
- Location
- Sydney, New South Wales
- Company
- Randstad
- Salary
- AU$65,000 - AU$85,000/per year
- Employment type
- permanent
- Category
- banking & financial services
Job summary
job detailsClient Service Manager CBD Based - Investment / Wealth
- Reputable organisation with career progression
- Supportive team environment
- CBD Based
The Company
Leading financial advice group that specialises in Personal Advice, Member Services as well as Mortgage Broking. Good size business with a great culture and diverse staff. They fully support flexible working and are great to deal with. They are located in the CBD. They deal with HNW and Mom and Dad clients and are very reputable.
The Role
This newly created role will see you performing a blend of both client service and administration. You will be contacting clients to organise meetings and preparing paperwork for them as well as ensuring the correct details are in their CRM system (X-Plan).
You will be mainly supporting a project to do with investments in the business while ensuring compliance requirements are being met. Assisting with SOA preparation will also be another part of the role where you can learn technically. Progression into paraplanning or a financial planner role may also be an option for you down the track.
Your Experience
- Minimum of one year working in the superannuation or retirement planning industry.
- Understand Compliance
- X-Plan Experience is desirable but not essential
- Excellent verbal and writing communication
- Bachelor Degree desirable
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
...
Client Service Manager CBD Based - Investment / Wealth
- Reputable organisation with career progression
- Supportive team environment
- CBD Based
The Company
Leading financial advice group that specialises in Personal Advice, Member Services as well as Mortgage Broking. Good size business with a great culture and diverse staff. They fully support flexible working and are great to deal with. They are located in the CBD. They deal with HNW and Mom and Dad clients and are very reputable.
The Role
This newly created role will see you performing a blend of both client service and administration. You will be contacting clients to organise meetings and preparing paperwork for them as well as ensuring the correct details are in their CRM system (X-Plan).
You will be mainly supporting a project to do with investments in the business while ensuring compliance requirements are being met. Assisting with SOA preparation will also be another part of the role where you can learn technically. Progression into paraplanning or a financial planner role may also be an option for you down the track.
Your Experience
- Minimum of one year working in the superannuation or retirement planning industry.
- Understand Compliance
- X-Plan Experience is desirable but not essential
- Excellent verbal and writing communication
- Bachelor Degree desirable
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
- skills
- Client Service Officer
- qualifications
- RG-146 Advantageous
- education
- Associate Degree/Diploma
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