About the company: Our client is a large sized financial planning firm who has been in operation for over 13 years. They have offices located in the Brisbane CBD and the Gold Coast. They deliver high quality, professional advice to their client base, which ranges from medical and business professionals to families and wealth accumulators. About the role: To keep up with the growth of the firm, my client is seeking an experienced Client Services Manager who will join an existing client services team to support the financial advisers and business partners. This role will require initiative, decision making, and leadership. You will be working in a fast paced environment, ensuring the needs of the client are met at all times. Duties:
Ongoing management of the client database through Xplan
Preparation for client meetings, including all correct documents
Implementing advice documents (SOAs & ROAs)
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