Client Service Manager

About Executive Wealth Partners
Located in the heart of West Perth, Executive Wealth Partners is a forward-thinking, fast-growing boutique financial advisory practice, providing a range of wealth management and strategic advice solutions to professionals, families and business owners. Our team is passionate about delivering tailored, high-quality financial advice and fostering long-term relationships with our clients.

The Opportunity
We are seeking a motivated Client Service Manager to join our dynamic team in a full-time role. This is an outstanding opportunity for someone looking to build a rewarding career in financial services.

This position will be remunerated through a competitive base salary plus discretionary performance bonus.

Key Responsibilities:

As a Client Service Manager, you will be responsible for:

• Providing outstanding administrative support to the planning team, helping to ensure the efficiency of day-to-day operations.

• Overseeing and supporting the implementation of financial advice recommendations and ensuring smooth and timely execution of all advice strategies.

• Responding to client queries and maintaining a high level of customer care and contact.

• Liaising with clients to gather essential information for preparing financial advice, ensuring accuracy and completeness.

• Assisting in the preparation of simple advice and review documents.

• Facilitating the implementation of 'best practice' systems and processes, contributing to continuous improvement and operational efficiency.

What We're Looking For:

To be successful in this role, you will ideally have:

• Minimum of 2 years experience in a similar role is preferred.

• Experience with Xplan (preferred).

• Excellent communication skills including confidence dealing with people.

• Strong ability to work to deadlines, prioritise tasks, and problem solve.

• Exceptional attention to detail and strong organisational skills

• An ability to proactively anticipate needs, take ownership of tasks and effectively work without supervision.

Why Join Us?

At Executive Wealth Partners, we offer:

• Collaborative Team Environment: Be part of a forward-thinking, dynamic team that values innovation and continuous improvement.

• Growth Opportunities: As we continue to expand, we offer exciting career progression opportunities.

• Flexible Working Hours: Enjoy the flexibility to balance your professional and personal commitments.