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Client Services Manager-RISK F...

Our client is a well-established Accounting/Financial Planning firm with a focus on delivering holistic advice to their clients. They are a fantastic modern and fast paced firm to work for. Due to growth, they have identified the need for a strong Client Services Manager to join their team to take responsibility for the client service administration of a portfolio of high net wealth clients, particularly across the risk space.

This role involves supporting a number of advisers and would suit a driven and enthusiastic individual with an understanding of the Financial Planning process and key client contact experience.

Key Responsibilities

Client Service

• Delivering exceptional client service to clients of the firm
• Building relationships and developing rapport with clients
• Acting as the key professional contact for all client telephone and email queries and responding proactively within agreed time frames
• Meeting with clients during review meetings and at events


• Proactive administrative support to financial planners
• Scheduling client appointments
• Vetting client review documents to ensure adherence with quality standards
• Processing client insurance applications
• Liaising with underwriters
• Processing insurance claims
• Collation of research as required
• Preparing portfolio reports
• Preparing and saving of file notes
• Drafting client emails for financial planners
• Allocating tasks and threads via Xplan
• Managing the integrity of information within the client database
• Preparing client applications and paperwork using high attention to detail
• Execution of share trades
• Scanning and filing as required
• Undertaking administrative duties across other parts of the financial services division where required


• Maintaining of electronic client files to ensure compliance standards are met
• Preparing client service agreements
• Preparing and delivering fee disclosure (FDS) statements within set timeframes
• Preparing record of advice (ROA) documents
• Preparing various client correspondence including introductory letters, engagement letters and welcome letters
• Timely implementation of client advice

Knowledge, IT Systems and Software

• Experienced in the use of the following:
Xplan (preferred) and Microsoft Office suite
• Seek to continually improve upon current knowledge and to stay abreast of changing industry and compliance standards
• Seek to continually improve skill base for all relevant software and investment and insurance platforms

Service and Integrity Qualities

• Engages personally with internal stakeholders and clients to build strong relationships
• Focuses on identifying and delivering solutions aimed at adding value and that are in the best interest of the firm
• Delivers on promises and meets all deadlines
• Responds quickly and positively to all requests
• Honest, trustworthy and able to maintain confidentiality at all times
• Ability to work independently and follow through without direction
• Demonstrates a very high level of professional and ethical standards
• Is able to accept responsibility for when things go well and not well
• Proactive and solutions driven
• Comfortable in reaching out for help when required
• Follows and upholds firm procedures
• Demonstrates a high level of initiative

Preferred Qualifications and Experience

• Diploma in Financial Services (RG146) or equivalent tertiary qualifications preferred
• Experience in Xplan software is preferred
• Previous experience in a similar role within a professional service firm is preferred and will be highly advantageous

Call Parbati on 0499 771 714 or email Parbati@terringtonconsulting.com.au for more information

Terrington Consulting is a Boutique firm specialising in the provision of tailored recruitment and consulting services to candidates and clients within the Australian Retail and Financial Services sectors.

Our primary objective is to provide the best possible service to our candidates whilst upholding our driving principles of sustainability, mutuality and trust.

Date Posted
Banking & Finance
Adelaide, SA 5038
Job Type
Full Time, Permanent
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