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Listed 8 days ago

Client Services Manager

Vivere Recruitment Group

Client Services
Location
Sydney, NSW
Type
Full-time

About the role

05th November, 2026

The Role
Support Senior Financial Advisers in the provision of advice and ongoing service to new and existing clients. You will be a key player in assisting advisers in helping them continue to build their relationships with a range of HNW clients.

Responsibilities:

  • Assist with client service, implementation and administrative functions. 
  • Build strong client relationships.
  • Meet and Greet clients upon arrival and be the first point of contact for all customer enquiries. 
  • Assist with onboarding new clients and assist with any ongoing management.
  • Contribute ideas/suggestions during team meetings and one-on-one with the management team.
  • Assist in month reporting and any ongoing compliance requirements. 
  • Provide ongoing support to financial planners and other members of the support team
Experience: 
  • Currently studying or completed financial planning qualifications
  • Investment products knowledge
  • Strong analytical and problem-solving skills
  • Attention to detail 
If this sounds like you, please apply via the link below for a confidential chat!

Apply

via clientapps.jobadder.com

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