At a Glance
- Tasks: Manage client workflows and coordinate meetings using Todoist in the financial services sector.
- Company: Join a leading financial services firm focused on client success.
- Benefits: Attractive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for growth and learning in a fast-paced industry.
- Why this job: Make a real difference in clients' financial journeys while enhancing your career.
- Qualifications: 5+ years in financial services with strong communication and workflow management skills.
The predicted salary is between 64800 - 79200 $ per year.
This is a Senior Client Service Manager role in the financial services sector, responsible for managing client and adviser office workflow using Todoist and implementing recommended strategies. You will communicate with existing and new clients and third parties to coordinate reviews and meetings.
Key responsibilities:
- Check for new bookings and task team for file notes
- Check emails and reply to clients and third parties as needed
- Save email correspondence with clients and advisers where relevant
- Conduct detailed checks and updates of workflow program (Todoist) and update team during workflow meetings
- Create Todoist cards for review clients a month before meetings and share with team members
- Prepare and send Ongoing Service Agreements and invoices, ensuring all agreements are signed on time and sent to HQ
- Send Review Packs to clients and assist them in booking meetings
- Audit review client folders and create tasks to collect new documents
- Check and update expired binding nominations on client FSS accounts and KYC on client Fiducian Investment accounts
- Email prospects booking information and online form links, and facilitate first consult booking
About you:
- At least 5 years experience in the financial services sector
- Ability to manage client and adviser office workflow
- Strong communication skills with existing and new clients and third parties
- Proficiency with task management and CRM systems
- Attention to detail and compliance awareness
Senior Client Service Manager in Sydney employer: Fiducian Financial Services
Fiducian is an exceptional employer that offers a dynamic and supportive work environment for aspiring Risk Analysts in the financial services sector. With a strong focus on employee growth, you will have the opportunity to collaborate with experienced professionals while gaining hands-on experience in risk management and compliance. Located in a thriving ASX-listed organisation, Fiducian values integrity and expertise, ensuring that you are part of a team dedicated to building wealth and confidence for clients.
Contact Details:
Fiducian Financial Services Recruitment Team
