Transcription of Position Description – Client Service Manager
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Position Description – Client Service Manager
Position Description Client Service Manager Client Service Manager The full time Client Service Manager (CSM) role is responsible for general Client services as well as providing support to the Principal & Senior Advisers. Qualifications The role is suitable for a person who has experience working in the financial services industry, particularly the financial planning or accounting sector. The most preferable appointment would be a person who has successfully completed some financial planning subjects and has aspirations for working in wealth management long term. Previous relevant work experience in a similar role is preferable. Remuneration Base Salary Guide: $55k+ (inclusive of superannuation, dependent on experience). Duties Prospective / New clients Wealth Management Plan Preparation The role is responsible for assisting Advisers in preparation of the Wealth Management Plan, which may include; Seeking information from the Prospective Client s accountant, lawyer, stockbroker, former adviser; Seeking information from the ATO, ASIC, fund managers, and other financial institutions; Ensure appropriate authorities are obtained from the Prospective Client to allow full and free access to information required to prepare the Wealth Management Plan; Ensuring the Implementation Page of the Wealth Management Plan comprehensively
Position Description – Client Service Manager . Client Service Manager . The full time Client Service Manager(CSM) role is responsible for general services as well as client
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