This very holistic wealth management firm focuses on strategic advice for a variety of wealthy clients ranging from young wealth accumulators, to retirees and business owners who all need a one-stop-shop for advice

They are currently seeking an experienced client services manager who has the ability to liaise effectively with their client base and maintain excellent relationships

This role is very diverse, some of your key responsibilities will include, but not be limited to:

€ Answering calls from clients regarding the implementation and management of their wealth management portfolios € Management of new client implementation. € Managing payments too and from the fund € Researching the appropriate insurance products € Managing annual reviews € Liaising with underwriters

To be successful for the role you must have experience working in a professional financial planning business

Strong computer skills will be required and experience in Xplan or Coin would be an advantage. >For more information, please contact:

FS Recruitment Solutions Financial Services Specialists

Kiera Brown Principal Consultant

0409 598 111

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