Job Title: Client Services Lead
We are seeking an experienced professional to join our team as a Client Services Lead. This role involves implementing financial advice and managing client workflows, liaising with clients and stakeholders in a supportive team environment that values client care and teamwork.
Key Responsibilities:
* Implementing financial advice and strategies for clients
* Managing client workflows and maintaining effective communication
* Liaising with clients and stakeholders to ensure seamless delivery of services
The ideal candidate will have over 2 years of experience in financial planning client services, proficiency with Xplan, and a passion for delivering exceptional client experiences. This role offers opportunities for growth and development in a fun and inclusive environment.
About the Role:
This is an excellent opportunity for a motivated individual to take on a leadership position and drive business growth. The successful candidate will be responsible for developing and implementing effective client service strategies, managing client relationships, and collaborating with cross-functional teams to deliver high-quality results.
Requirements:
* 2+ years of experience in financial planning client services
* Proficiency in Xplan or similar software
* Demonstrated ability to work effectively in a team environment
* Excellent communication and interpersonal skills
* Passion for delivering exceptional client experiences