At a Glance
- Tasks: Lead client and adviser workflow, coordinate reviews, and manage bookings.
- Company: Fiducian Financial Services, a leading financial services firm in Sydney.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Join a dynamic team focused on delivering high-quality financial services.
- Why this job: Make a real difference in client service while developing your management skills.
- Qualifications: Experience in client service and strong organisational skills required.
The predicted salary is between 82800 - 101200 $ per year.
Fiducian Financial Services in Sydney is seeking a Senior Client Service Manager to lead client and adviser workflow using Todoist and implement recommended strategies.
You will coordinate reviews and meetings with existing clients and third parties.
In this role, you will manage bookings, draft and send Ongoing Service Agreements and invoices, and ensure timely sign-offs with HQ.
You will maintain accurate client folders and support the advisory team to deliver high-quality service.
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Senior Client Service & Workflow 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
