Company OverviewAt Watson Wealth, we're more than just a holistic wealth management firm—we're an energetic team committed to redefining the client experience. Established in 2016, we offer comprehensive services across three specialised divisions: Elliot Watson Financial Planning, Watson Mortgages, and Watson Legal. Our mission is to build lasting relationships with our clients through exceptional advice and personalised solutions.
We pride ourselves on our award-nominated success, innovative systems, and a workplace culture that values fun, collaboration, and work-life balance. With convenient office locations in Maitland (our HQ), The Junction, and Singleton, we offer a thriving environment where you can grow your career and enjoy your work.
If you're looking for a place where your contributions matter and your professional growth is supported, Watson Wealth is the perfect fit for you. Join us and be part of a team that's as passionate about your success
Exciting OpportunityWe're seeking an experienced Client Service Manager to join our expanding financial planning administration team. The role will focus on delivering high quality administration support to clients, ensuring their needs are met, and helping to navigate their financial planning journey with confidence.
What You'll DoPrepare documentation: prepare documents such as statements of advice, records of advice and annual review reports, as well as any associated implementation forms.File management: ensure all signed client documents are saved to the file and labelled correctly. Implementation of strategies: implement financial strategies outlined in the advice documentation such as superannuation rollovers, investment switches, rebalances, salary sacrifice arrangements, binding death benefit nominations, and insurance application lodgements and alternation such as insurance coverage increases or decreases. EOFY tasks: assist the advice team with end of financial year tasks such as contacting clients regarding personal superannuation contributions and completing notice of assessment forms for client sign off. Client communication: keep clients informed regarding the implementation of their advice and proactively answer any administration questions they may have. Engage with the client to obtain any outstanding information or required signatures. Provider follow up: proactively follow up with superfunds, insurance companies, accountants, solicitors and platform providers to understand the cause of any delays and how the delays can be overcome. Insurance case management: manage the insurance claims process and regularly update the advice team and client. Execution only: facilitate execution only requests by preparing the relevant documentation, seeking the relevant signatures and submitting the request to the provider. Compliance: ensure client files are maintained in accordance with compliance obligations.
This role is being offered on a permanent full-time basis in our Maitland office, reporting to the Operations Manager. We will consider applications from remote based candidates.
About YouStrong financial planning knowledge: you'll have demonstrated experience of 5-7 years within the financial planning industry and a strong understanding of superannuation (including SMSF), investments, insurance, retirement planning, and estate planning. Proficiency in using XPLAN: you'll have a solid understanding of XPLAN including using the software for client management, financial planning workflows, report generation, and record keeping.Exceptional communication skills: you'll have exceptional written and verbal communication skills with the ability to engage effectively with clients, colleagues, and stakeholders in a clear, concise and professional manner.Meticulous attention to detail: you'll ensure every "i" is dotted and every "t" is crossed, with client documentation and transactions completed with precision and accuracy. Ability to prioritise work: you'll effectively manage multiple tasks and deadlines, ensuring timely and efficient delivery of client services while maintaining high standards of quality. Self-motivated: you'll have an inner drive to succeed and a hunger for kicking goals. Integrity: you'll exhibit integrity as it is part of your DNA.Dedication: you'll deliver on your commitments to clients.Equal player: you'll bring diverse strengths and perspectives to the team.
Why Watson WealthWorkplace culture: Enjoy a professional and collaborative environment where you can contribute knowledge and ideas and learn from others. Competitive salary: offering a rewarding remuneration package that reflects your skills, experience and contributions to the success of the team.Social atmosphere: Thrive in a vibrant and friendly social environment with a dynamic calendar of events, including team lunches, office celebrations, and engaging activities. Beyond the office, enjoy opportunities like group outings, charity events, and social gatherings that foster connection and fun among our team members.Family-owned values: Be part of a family-owned, local company that genuinely cares about its employees and clients. Experience the fulfillment of seeing firsthand the positive difference we make in the lives of our clients and their families.Work-life balance: Achieve a healthy equilibrium between your personal and professional life, with ample time to enjoy beaches, national parks, or any other activities you love on weekends and after work.Modern workspace: Work in a contemporary setting equipped with the latest technology. Prestigious brand: Represent a renowned and respected name in the industry, celebrated for innovation, quality and client engagement.
Ready to Join Us?If you're excited to join our team as a Client Service Manager we'd love to hear from you. Apply now by submitting your resume and cover letter.
As part of the onboarding process, the successful candidate will be required to undergo background checks, including reference checks, police check, bankruptcy check, and work rights check, to ensure compliance with company policies.
We are currently accepting applications directly from candidates and do not require the support of recruitment agencies.
Please note that only shortlisted candidates will be contacted for further steps in the recruitment process. Thank you for your understanding.