About the company: My client is a leading, mid-sized financial planning and accounting firm who have been in operation for over 30 years. They provide a full suite of services to their clients, ranging from wealth advice, super, retirement planning, insurance, business services, and accounting services. They have a high staff retention rate, which is attributed to their outstanding culture and career progression opportunities. About the role: Due to growth, we are seeking an experienced Client Services Manager to become a part of this supportive team. You will become a specialist with implementation of all advice recommendations, as well as providing a professional service to all clients. This role is best suited for someone with previous experience in a support role within a financial planning business. Duties:
Implement all advice recommendations for clients
Liaise with third party product providers
Provide a quality service to
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