Client Services Manager
New
H
Hunt StFinancial Planning
Philippines, Align with Australian (AU) business hours (approx. 9 AM - 5 PM, Monday to Friday).ContractManager
Salary1,500 - 1,800 AUD per month
Apply NowOpens the employer's application page
Job Details
- Languages
- English
- Experience
- Minimum 3 years
- Required Skills
- CRM
Requirements
- Minimum 3 years of experience in a Client Services Admin or similar role.
- At least 3 years of experience with financial planning strategy implementation.
- Experience using CRMs (e.g., Xplan, AdviserLogic, Midwinter, or similar tools).
- Proficient in Wrap platform administration (i.e., North and Expand).
- Strong understanding of financial planning processes and documentation.
- Excellent written and verbal English communication skills.
- High attention to detail and strong organizational skills.
- Ability to manage multiple tasks and meet deadlines independently.
- Financial Planning or related certification/s are highly desirable.
Responsibilities
- Prepare and maintain accurate client files within CRM systems.
- Manage fact finds and organize client documentation.
- Prepare meeting packs for client appointments.
- Follow up on outstanding documents and requirements.
- Handle client correspondence in a professional and timely manner.
- Assist with the implementation of advice following Statement of Advice (SOA) approval.
- Ensure all records are compliant and up to date.
View Full Description & ApplyYou'll be redirected to the employer's site
