Client Services Manager
Hunt St
contract
Posted on:
Location Type: Remote
Location: Philippines
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Salary
💰 A$1,500 - A$1,800 per month
About the role
- Prepare and maintain accurate client files within CRM systems (e.g., Xplan).
- Manage fact finds and organize client documentation.
- Prepare meeting packs for client appointments.
- Follow up on outstanding documents and requirements.
- Handle client correspondence in a professional and timely manner.
- Assist with the implementation of advice following Statement of Advice (SOA) approval.
- Ensure all records are compliant and up to date.
Requirements
- Minimum 3 years of experience in a Client Services Admin or similar role.
- At least 3 years of experience with financial planning strategy implementation.
- Experience using CRMs (e.g., Xplan, AdviserLogic, Midwinter, or similar tools).
- Proficient in Wrap platform administration (i.e., North and Expand)
- Strong understanding of financial planning processes and documentation.
- Excellent written and verbal English communication skills.
- High attention to detail and strong organizational skills.
- Ability to manage multiple tasks and meet deadlines independently.
- Financial Planning or related certification/s are highly desirable.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planning strategy implementationWrap platform administrationclient documentation managementfact find managementStatement of Advice (SOA) preparationrecord complianceclient correspondence handlingmeeting pack preparationtask managementattention to detail
Soft Skills
organizational skillswritten communicationverbal communicationindependent task managementprofessionalismtimeliness
Certifications
Financial Planning certification